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Wellspent public graph/Locations/United States/Nebraska
United States

Fee-only advisors in Nebraska

Fee-only advisors in Omaha, Lincoln and Kearney, plus 11 other cities.

What fee-only financial advisors charge in Nebraska

By the numbers

The Wellspent public graph lists 144 fee-only financial advisors serving Nebraska at 58 firms, most in Omaha, Lincoln and Kearney. 32% hold the CFP certification. Of the 144 with fees on file, 94% charge percentage of assets.

Advisors listed
144
Firms
58
Cities
15
Hold the CFP
32%
  • Other credentials: CFA 10% · ChFC 3%
  • How they charge (of 144 with fees on file): percentage of assets 94% · fixed fees 62% · hourly 56% · one-time planning fee 8%

Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology

Advisors serving Nebraska (144)

Fee-only advisors serving Nebraska: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Sean Toohey Alpine Private Wealth Omaha Not listed Percentage of assets
Andrew Arkfeld Arkfeld Wealth Strategies Omaha Not listed Percentage of assets, Hourly
Andrew Wacker Convergence Omaha Not listed Percentage of assets, Fixed fees
Colton Koehler Convergence Omaha Not listed Percentage of assets, Fixed fees
Erin Kinney Arkfeld Wealth Strategies Omaha Not listed Percentage of assets, Hourly
James Hershberger Round Table Investment Strategies Lincoln Not listed Percentage of assets, Fixed fees
Jason Wolff Arkfeld Wealth Strategies Omaha Not listed Percentage of assets, Hourly
Jonathan Spangler Cambridge Advisors Omaha Not listed Percentage of assets, One-time planning fee
Justin Anderson Cambridge Advisors Omaha Not listed Percentage of assets, One-time planning fee
Larry Freie Bellwether Wealth Lincoln ChFC Percentage of assets, Hourly
Matthew Samson ILS Financial Omaha Not listed Percentage of assets, Hourly
Nathan Magdanz Convergence Omaha Not listed Percentage of assets, Fixed fees
Norman Auger Alta Strada Wealth Lincoln Not listed Percentage of assets, Hourly
Spencer Schneider Schneider Wealth Management Omaha Not listed Percentage of assets, Fixed fees
Tristan Thoms Arkfeld Wealth Strategies Omaha Not listed Percentage of assets, Hourly
Tyler Kanne Convergence Omaha Not listed Percentage of assets, Fixed fees
Tyler Woods Alta Strada Wealth Lincoln Not listed Percentage of assets, Hourly
Barry Dunaway America First Investment Advisors Omaha CFA Percentage of assets
Eric Ball America First Investment Advisors Omaha CFA Percentage of assets
Jack McDonnell JRM Investment Counsel Omaha Not listed Percentage of assets
Lauren McDonnell JRM Investment Counsel Omaha Not listed Percentage of assets
Logan Hauschild Green Peaks Planning Omaha Not listed Percentage of assets, Hourly
Adam Snow Bellwether Wealth Lincoln Not listed Percentage of assets, Hourly
Alan Beaulieu Bellwether Wealth Lincoln Not listed Percentage of assets, Hourly
Clark Bellin Bellwether Wealth Lincoln Not listed Percentage of assets, Hourly
Emilee Knudson Bellwether Wealth Lincoln Not listed Percentage of assets, Hourly
Jason DeLuca Bellwether Wealth Lincoln Not listed Percentage of assets, Hourly
Lance Norquest Bellwether Wealth Lincoln Not listed Percentage of assets, Hourly
Noran Knobbe Bellwether Wealth Lincoln Not listed Percentage of assets, Hourly
Soren Schwan Atlas Financial Lincoln Not listed Percentage of assets, Fixed fees
Amy Byrne America First Investment Advisors Omaha Not listed Percentage of assets
Andrew Holloway America First Investment Advisors Omaha Not listed Percentage of assets
Michael Green EverGreen Capital Management Omaha Not listed Percentage of assets
Stephen Perry America First Investment Advisors Omaha Not listed Percentage of assets
Allison Cerven Cornerstone Financial Group Omaha CFP Percentage of assets, Hourly
Bryce Koch Hiley Hunt Wealth Management Omaha CFP Percentage of assets, Hourly
Carter Masteller Stevens Capital Partners Omaha CFP Percentage of assets, Hourly
Colin Longacre Prairie Wealth Advisors Omaha CFP Percentage of assets, Hourly
Jason Hiley Hiley Hunt Wealth Management Omaha CFP Percentage of assets, Hourly
Kevin Murphy Stevens Capital Partners Omaha CFP Percentage of assets, Hourly
Michele Prell Stevens Capital Partners Omaha CFP Percentage of assets, Hourly
Reuben Brauer Cornerstone Financial Group Omaha CFP Percentage of assets, Hourly
Robert Rossi R2 Wealth Management Partners Lincoln CFP, ChFC Percentage of assets, Hourly
Ronny Miller Guide Rock Capital Management Omaha CFP Percentage of assets, Hourly
Spencer Schwarting Cornerstone Financial Group Omaha CFP Percentage of assets, Hourly
Terrance Hutchins Stevens Capital Partners Omaha CFP Percentage of assets, Hourly
Timothy McEwen Prairie Wealth Advisors Lincoln CFP Percentage of assets, Hourly
Trista Jacobs Keener Financial Planning Eagle CFP Hourly, Fixed fees
Tristan Crook Oldfather Financial Services Kearney CFP Percentage of assets, Hourly
Aaron Hilgemann Bazis Private Wealth Omaha CFA Percentage of assets, Hourly

Firms headquartered in Nebraska (47)