Firm
Cherry Creek Financial Advisors
Valley, Nebraska
Fee-only
Cherry Creek Financial Advisors at a glance
- One of 47 fee-only firms based in Nebraska in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 103 individual clients, 12 of them high net worth.
- Its average account is about $148,000 (assets it manages divided by its 147 accounts).
Fee-only advisors in Nebraska · What fee-only advisors charge in Nebraska
Facts
| Based in | Valley, Nebraska |
|---|---|
| Website | cherrycreekfinancial.com |
| Phone | (402) 432-5487 |
Cherry Creek Financial Advisors fees
Cherry Creek Financial Advisors 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 |
|---|---|
| Assets managed | $22 million |
| Individual clients | 91 |
| High-net-worth clients | 12 |
| Accounts managed | 147 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | June 7, 2026 |
| SEC record | CRD 122144 |