Firm
Plains Advisory
Grand Island, Nebraska
Fee-only
Plains Advisory at a glance
- One of 47 fee-only firms based in Nebraska in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 52 individual clients, 8 of them high net worth.
- Its average account is about $205,000 (assets it manages divided by its 141 accounts).
Fee-only advisors in Nebraska · What fee-only advisors charge in Nebraska
Facts
| Based in | Grand Island, Nebraska |
|---|---|
| Website | plainsadvisory.com |
| Phone | (308) 210-7071 |
Plains Advisory 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 | 1.5% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"Under $500k 1.50%" source
"Our typical client has more than $500,000 invested with us." source
"Cost is a percentage of your total account values under management." source
"Our services include investment management and financial planning on an ongoing basis." 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $29 million |
| Individual clients | 44 |
| High-net-worth clients | 8 |
| Accounts managed | 141 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | February 11, 2026 |
| SEC record | CRD 300110 |