Firm
Flagstone Financial Management
Lincoln, Nebraska
Fee-only
Flagstone Financial Management at a glance
- One of 47 fee-only firms based in Nebraska in the Wellspent graph.
- 10 advisors are listed here; 3 of 10 hold the CFP.
- Its Form ADV reports 11 employees and 347 individual clients, 126 of them high net worth.
- Its average account is about $1.3 million (assets it manages divided by its 353 accounts).
Fee-only advisors in Nebraska · What fee-only advisors charge in Nebraska
Facts
| Based in | Lincoln, Nebraska |
|---|---|
| Website | flagstonefm.com |
| [email protected] | |
| Phone | (402) 413-0440 |
Flagstone Financial Management fees
Flagstone Financial Management 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 | $468 million |
| Individual clients | 221 |
| High-net-worth clients | 126 |
| Accounts managed | 353 |
| Employees | 11 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-108722) |
| Financial planning | Offered |
| Form ADV filed | April 21, 2026 |
| SEC record | CRD 285484 |