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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
David Perkins Ironvine Capital Partners Omaha CFA Percentage of assets
Eric Ruden Ironvine Capital Partners Omaha CFA Percentage of assets
Frank Stalla Vesteer Wealth Management Omaha CFA Percentage of assets, Fixed fees
Jennifer Schenkelberg Schenkelberg Investments Omaha CFA Percentage of assets, Hourly
Jerad Sorgenfrei Primus Wealth Advisors York CFA Percentage of assets, Fixed fees
Matthew Barnes Ironvine Capital Partners Omaha CFA Percentage of assets
Troy Brockmeier Oldfather Financial Services Kearney CFA Percentage of assets, Hourly
Aaron Homan Prairie Wealth Advisors Omaha Not listed Percentage of assets, Hourly
Andrew Lamer Bazis Private Wealth Omaha Not listed Percentage of assets, Hourly
Andrew McGill Maxus Wealth Management Seward Not listed Percentage of assets
Andrew Peterson R2 Wealth Management Partners Lincoln Not listed Percentage of assets, Hourly
Ava Heyne Flagstone Financial Management Lincoln Not listed Percentage of assets, Hourly
Brandi Horacek Oldfather Financial Services Kearney Not listed Percentage of assets, Hourly
Brenda Zitek Flagstone Financial Management Lincoln Not listed Percentage of assets, Hourly
Brian Farris Financial Design Group Lavista Not listed Percentage of assets
Britney Angeles-Ayala Flagstone Financial Management Lincoln Not listed Percentage of assets, Hourly
Brooke Wimes Prairie Wealth Advisors Omaha Not listed Percentage of assets, Hourly
Brooks Call Lakewood Asset Management Omaha Not listed Percentage of assets, Fixed fees
Caleb Friendt Prairie Wealth Advisors Lincoln Not listed Percentage of assets, Hourly
Chantel Koerwitz Flagstone Financial Management Lincoln Not listed Percentage of assets, Hourly
Christian Classen 402 Financial Lincoln Not listed Percentage of assets, Hourly
Christopher Farris Financial Design Group Lavista Not listed Percentage of assets
Craig Hundt Prairie Wealth Advisors Lincoln Not listed Percentage of assets, Hourly
David Hoppen Cornerstone Financial Group Omaha Not listed Percentage of assets, Hourly
Duane Bazis Bazis Private Wealth Omaha Not listed Percentage of assets, Hourly
Erik Albertson Cherry Creek Financial Advisors Valley Not listed Percentage of assets, Hourly
Finn Lucas Ironvine Capital Partners Omaha Not listed Percentage of assets
James Brauer Cornerstone Financial Group Omaha Not listed Percentage of assets, Hourly
Jason Wintersteen Stevens Capital Partners Omaha Not listed Percentage of assets, Hourly
Jon McGrew Prairie Wealth Advisors Lincoln Not listed Percentage of assets, Hourly
Kimberly Baker Prairie Wealth Advisors Omaha Not listed Percentage of assets, Hourly
Natalia Paige Flagstone Financial Management Lincoln Not listed Percentage of assets, Hourly
Patrick Tucker True Measure Wealth Management Omaha Not listed Percentage of assets, Hourly
Paula Deitering Prairie Wealth Advisors Omaha Not listed Percentage of assets, Hourly
Richard McGinness Bazis Private Wealth Omaha Not listed Percentage of assets, Hourly
Robert Wulf Family Financial Planning Nebraska City Not listed Hourly, Fixed fees
Ryan Mendlik Ironvine Capital Partners Omaha Not listed Percentage of assets
Ryan Pramberg Stevens Capital Partners Omaha Not listed Percentage of assets, Hourly
Samuel Johnson Flagstone Financial Management Lincoln Not listed Percentage of assets, Hourly
Stephanie Tredway Flagstone Financial Management Lincoln Not listed Percentage of assets, Hourly
Travis Langemeier R2 Wealth Management Partners Lincoln Not listed Percentage of assets, Hourly
Trent Smalley Jersey Shore Portfolio Management Omaha Not listed Percentage of assets, Hourly
William Miller Guide Rock Capital Management Omaha Not listed Percentage of assets, Hourly
William Oldfather Oldfather Financial Services Kearney Not listed Percentage of assets, Hourly

Firms headquartered in Nebraska (47)