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Advisors for $1 million to $3 million in Nebraska

How do I find fee-only advisors for $1 million to $3 million in Nebraska?

In Nebraska, look for a fee-only firm whose typical client looks like you, with tax and estate planning included in the fee. At this level the fee is large in dollars, so ask exactly what it covers. Records to start with include Daniel Frost of Pittenger & Anderson, Phil McDonnell of JRM Investment Counsel and Matthew Holloway of America First Investment Advisors.

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Where to start

Chosen from what each record shows: credentials and fees on file, one advisor per firm.

  • Daniel Frost Pittenger & Anderson, Lincoln Holds the CFP and CFA. Fees on file: percentage of assets.
  • Phil McDonnell JRM Investment Counsel, Omaha Holds the CFP. Fees on file: percentage of assets.
  • Matthew Holloway America First Investment Advisors, Omaha Holds the CFP. Fees on file: percentage of assets.
  • Randall Jensen Nabity Jensen Investments, Omaha Holds the CFP. Fees on file: one-time planning fee.
  • Danny Clare Flagstone Financial Management, Lincoln Holds the CFP. Fees on file: percentage of assets, hourly.
  • Jerad Sorgenfrei Primus Wealth Advisors, York Holds the CFA. Fees on file: percentage of assets, fixed fees.

By the numbers

Advisors listed
51
Firms
9
Cities
3
Hold the CFP
31%
  • Other credentials: CFA 16%
  • How they charge (of 51 with fees on file): percentage of assets 98% · fixed fees 41% · hourly 37% · one-time planning fee 2%

Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology

Advisors for $1 million to $3 million by state

Questions about advisors for $1 million to $3 million

How many fee-only advisors for $1 million to $3 million in Nebraska are there?

The Wellspent public graph lists 51 fee-only advisors for $1 million to $3 million in Nebraska, at 9 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is $1 million to $3 million.

Where are fee-only advisors for $1 million to $3 million in Nebraska located?

Of the 51 fee-only advisors for $1 million to $3 million in Nebraska, 29 are in Lincoln, followed by 21 in Omaha and 1 in York.

How do fee-only advisors for $1 million to $3 million in Nebraska charge?

The most common fee among fee-only advisors for $1 million to $3 million in Nebraska is a percentage of assets, used by 98% of the 51 with fees on file. Many use more than one: 41% charge fixed fees and 37% charge by the hour.

How many fee-only advisors for $1 million to $3 million in Nebraska hold the CFP?

31% of the 51 fee-only advisors for $1 million to $3 million in Nebraska hold the CFP certification, based on the credentials listed on each record.

How does Wellspent decide who counts as fee-only advisors for $1 million to $3 million?

We divide the assets each firm reports on its Form ADV by its number of accounts. It's an average per account, so a household with several accounts may hold more.

What should I ask fee-only advisors for $1 million to $3 million in Nebraska?

What would I pay in dollars each year? Are tax and estate planning included in the fee? Does your fee drop as assets grow? Who would I actually work with?

How current is this list of fee-only advisors for $1 million to $3 million in Nebraska?

Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record.

All 51 advisors

Advisors for $1 million to $3 million in Nebraska: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Dan Stous Flagstone Financial Management Lincoln CFP, MBA Percentage of assets, Hourly
Danny Clare Flagstone Financial Management Lincoln CFP Percentage of assets, Hourly
Michael Johnson Flagstone Financial Management Lincoln CFP, JD, MBA Percentage of assets, Hourly
Anders Natter Pittenger & Anderson Lincoln CFP Percentage of assets
Audrey Mines Pittenger & Anderson Lincoln CFP Percentage of assets
Daniel Anderson Pittenger & Anderson Lincoln CFP Percentage of assets
Daniel Frost Pittenger & Anderson Lincoln CFP, CFA Percentage of assets
Diane Klein Pittenger & Anderson Lincoln CFP Percentage of assets
James Pittenger Pittenger & Anderson Lincoln CFP Percentage of assets
Jon Sevenker Pittenger & Anderson Lincoln CFP Percentage of assets
Phil McDonnell JRM Investment Counsel Omaha CFP Percentage of assets
Shane Riley Pittenger & Anderson Lincoln CFA Percentage of assets
Blake Anderson Pittenger & Anderson Lincoln Not listed Percentage of assets
Clayton Finck Pittenger & Anderson Lincoln Not listed Percentage of assets
Elizabeth Sydzyik Pittenger & Anderson Lincoln Not listed Percentage of assets
Jaxson Simmerman Pittenger & Anderson Lincoln Not listed Percentage of assets
Julie Sellers Pittenger & Anderson Lincoln Not listed Percentage of assets
Katerina Wiese America First Investment Advisors Omaha CFP Percentage of assets
Kristin Kliewer Pittenger & Anderson Lincoln Not listed Percentage of assets
Matthew Holloway America First Investment Advisors Omaha CFP Percentage of assets
Randall Jensen Nabity Jensen Investments Omaha CFP One-time planning fee
Barry Dunaway America First Investment Advisors Omaha CFA Percentage of assets
Eric Ball America First Investment Advisors Omaha CFA Percentage of assets
Jack McDonnell JRM Investment Counsel Omaha Not listed Percentage of assets
Lauren McDonnell JRM Investment Counsel Omaha Not listed Percentage of assets
Soren Schwan Atlas Financial Lincoln Not listed Percentage of assets, Fixed fees
Amy Byrne America First Investment Advisors Omaha Not listed Percentage of assets
Andrew Holloway America First Investment Advisors Omaha Not listed Percentage of assets
Stephen Perry America First Investment Advisors Omaha Not listed Percentage of assets
Colin Longacre Prairie Wealth Advisors Omaha CFP Percentage of assets, Hourly
Timothy McEwen Prairie Wealth Advisors Lincoln CFP Percentage of assets, Hourly
David Perkins Ironvine Capital Partners Omaha CFA Percentage of assets
Eric Ruden Ironvine Capital Partners Omaha CFA Percentage of assets
Jerad Sorgenfrei Primus Wealth Advisors York CFA Percentage of assets, Fixed fees
Matthew Barnes Ironvine Capital Partners Omaha CFA Percentage of assets
Aaron Homan Prairie Wealth Advisors Omaha Not listed Percentage of assets, Hourly
Ava Heyne Flagstone Financial Management Lincoln Not listed Percentage of assets, Hourly
Brenda Zitek Flagstone Financial Management Lincoln Not listed Percentage of assets, Hourly
Britney Angeles-Ayala Flagstone Financial Management Lincoln Not listed Percentage of assets, Hourly
Brooke Wimes Prairie Wealth Advisors Omaha Not listed Percentage of assets, Hourly
Caleb Friendt Prairie Wealth Advisors Lincoln Not listed Percentage of assets, Hourly
Chantel Koerwitz Flagstone Financial Management Lincoln Not listed Percentage of assets, Hourly
Craig Hundt Prairie Wealth Advisors Lincoln Not listed Percentage of assets, Hourly
Finn Lucas Ironvine Capital Partners Omaha Not listed Percentage of assets
Jon McGrew Prairie Wealth Advisors Lincoln Not listed Percentage of assets, Hourly
Kimberly Baker Prairie Wealth Advisors Omaha Not listed Percentage of assets, Hourly
Natalia Paige Flagstone Financial Management Lincoln Not listed Percentage of assets, Hourly
Paula Deitering Prairie Wealth Advisors Omaha Not listed Percentage of assets, Hourly
Ryan Mendlik Ironvine Capital Partners Omaha Not listed Percentage of assets
Samuel Johnson Flagstone Financial Management Lincoln Not listed Percentage of assets, Hourly

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