Firm
Primus Wealth Advisors
York, Nebraska
Fee-only
Primus Wealth Advisors at a glance
- One of 47 fee-only firms based in Nebraska in the Wellspent graph.
- 1 advisor is listed here, who holds the CFA.
- Its Form ADV reports 1 employee and 11 individual clients, 5 of them high net worth.
- Its average account is about $1.4 million (assets it manages divided by its 20 accounts).
Fee-only advisors in Nebraska · What fee-only advisors charge in Nebraska
Facts
| Based in | York, Nebraska |
|---|---|
| Phone | (480) 636-6272 |
Primus Wealth Advisors fees
Primus Wealth 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 · Fixed fees |
|---|---|
| Assets managed | $28 million |
| Individual clients | 6 |
| High-net-worth clients | 5 |
| Accounts managed | 20 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | January 29, 2026 |
| SEC record | CRD 289438 |