Firm
Pittenger & Anderson
Lincoln, Nebraska
Fee-only
Facts
| Based in | Lincoln, Nebraska |
|---|---|
| Website | pittand.com |
| [email protected] | |
| Phone | (402) 328-8800 |
Pittenger & Anderson fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"1.000% $0 $500,000" source
"0.375% $25,000,001 and up" source
"1.000% $0 $500,000" source
"Our preferred minimum relationship size is $1 million of investable assets." source
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 |
|---|---|
| Assets managed | $3.0 billion |
| Individual clients | 553 |
| Financial planning | Offered |
| Form ADV filed | January 7, 2026 |
| SEC record | CRD 111033 |