Firm
402 Financial
Lincoln, Nebraska
Fee-only
402 Financial at a glance
- One of 47 fee-only firms based in Nebraska in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 2 employees and 24 individual clients.
- Its average account is about $133,000 (assets it manages divided by its 81 accounts).
Fee-only advisors in Nebraska · What fee-only advisors charge in Nebraska
Facts
| Based in | Lincoln, Nebraska |
|---|---|
| Website | 402financial.com |
| [email protected] | |
| Phone | (402) 200-5153 |
402 Financial fees
402 Financial doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $11 million |
| Individual clients | 24 |
| Accounts managed | 81 |
| Employees | 2 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | August 6, 2026 |
| SEC record | CRD 331726 |