America First Investment Advisors

America First Investment Advisors at a glance

• One of 47 fee-only firms based in Nebraska in the Wellspent graph.
• 7 advisors are listed here; 2 of 7 hold the CFP.
• Its Form ADV reports 7 employees and 261 individual clients, 175 of them high net worth.
• Its average account is about $1.1 million (assets it manages divided by its 622 accounts).

Fee-only advisors in Nebraska · What fee-only advisors charge in Nebraska

Facts

America First Investment Advisors fees

America First Investment Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. 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

Advisors at this firm (7)

• Amy Byrne

• Andrew Holloway

• Barry Dunaway

  CFA

• Eric Ball

  CFA

• Katerina Wiese

  CFP

• Matthew Holloway

  CFP

• Stephen Perry