Firm
Round Table Investment Strategies
Lincoln, Nebraska
Fee-only
Round Table Investment Strategies at a glance
- One of 47 fee-only firms based in Nebraska in the Wellspent graph.
- 3 advisors are listed here; 1 of 3 hold the CFP.
- Its Form ADV reports 4 employees and 102 individual clients, 34 of them high net worth.
- Its average account is about $279,000 (assets it manages divided by its 382 accounts).
Fee-only advisors in Nebraska · What fee-only advisors charge in Nebraska
Facts
| Based in | Lincoln, Nebraska |
|---|---|
| Website | rtinvestments.com |
| Phone | (402) 200-4084 |
Round Table Investment Strategies fees
Round Table Investment Strategies 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 | $107 million |
| Individual clients | 68 |
| High-net-worth clients | 34 |
| Accounts managed | 382 |
| Employees | 4 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-137576) |
| Financial planning | Offered |
| Form ADV filed | September 22, 2026 |
| SEC record | CRD 139492 |