Fee-only financial advisors in Lincoln, Nebraska
Which fee-only financial advisor should I talk to in Lincoln?
Start with a fee-only advisor in Lincoln whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Daniel Frost of Pittenger & Anderson, John Dannenbring of AlphaOmega Wealth Management and Timothy McEwen of Prairie Wealth Advisors, chosen for their credentials and fees on file.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Daniel Frost Pittenger & Anderson Holds the CFP and CFA. Fees on file: percentage of assets.
- John Dannenbring AlphaOmega Wealth Management Holds the CFP. Fees on file: percentage of assets.
- Timothy McEwen Prairie Wealth Advisors Holds the CFP. Fees on file: percentage of assets, hourly.
- Joseph Fowler 402 Financial Holds the CFP. Fees on file: percentage of assets, hourly.
- Danny Clare Flagstone Financial Management Holds the CFP. Fees on file: percentage of assets, hourly.
- Andrew Pool Paradigm Wealth Management Holds the CFP. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 49
- Firms
- 12
- Hold the CFP
- 35%
- Other credentials: CFA 4% · ChFC 4%
- How they charge (of 49 with fees on file): percentage of assets 98% · fixed fees 69% · hourly 61% · performance-based fees 2%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
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Questions about fee-only advisors in Lincoln
How many fee-only advisors in Lincoln are there?
The Wellspent public graph lists 49 fee-only advisors in Lincoln, at 12 firms. We counted every advisor record that fits, as of October 2026.
What do fee-only advisors in Lincoln focus on?
The most common focus among fee-only advisors in Lincoln is founders (25), followed by retirement planning (25) and retirees (20). Advisors can list more than one.
How do fee-only advisors in Lincoln charge?
The most common fee among fee-only advisors in Lincoln is a percentage of assets, used by 98% of the 49 with fees on file. Many use more than one: 69% charge fixed fees and 61% charge by the hour.
How many fee-only advisors in Lincoln hold the CFP?
35% of the 49 fee-only advisors in Lincoln hold the CFP certification, based on the credentials listed on each record.
Does Nebraska tax income on top of federal tax?
Yes. Nebraska has a state income tax, so a financial plan for a Nebraska resident should project it alongside federal tax.
How current is this list of fee-only advisors in Lincoln?
Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record.
All 49 advisors in Lincoln
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Dan Stous | Flagstone Financial Management | Lincoln | CFP, MBA | Percentage of assets, Hourly |
| Danny Clare | Flagstone Financial Management | Lincoln | CFP | Percentage of assets, Hourly |
| Michael Johnson | Flagstone Financial Management | Lincoln | CFP, JD, MBA | Percentage of assets, Hourly |
| Joseph Fowler | 402 Financial | Lincoln | CFP | Percentage of assets, Hourly |
| Aaron Sipherd | Sipherd Wealth Management | Lincoln | CFP, PFS | Fixed fees |
| John Dannenbring | AlphaOmega Wealth Management | Lincoln | CFP | Percentage of assets |
| Anders Natter | Pittenger & Anderson | Lincoln | CFP | Percentage of assets |
| Andrew Pool | Paradigm Wealth Management | Lincoln | CFP | Percentage of assets, Hourly |
| Audrey Mines | Pittenger & Anderson | Lincoln | CFP | Percentage of assets |
| Daniel Anderson | Pittenger & Anderson | Lincoln | CFP | Percentage of assets |
| Daniel Frost | Pittenger & Anderson | Lincoln | CFP, CFA | Percentage of assets |
| Diane Klein | Pittenger & Anderson | Lincoln | CFP | Percentage of assets |
| James Pittenger | Pittenger & Anderson | Lincoln | CFP | Percentage of assets |
| Jon Sevenker | Pittenger & Anderson | Lincoln | CFP | Percentage of assets |
| James Ahlschwede | Round Table Investment Strategies | Lincoln | CFP | Percentage of assets, Fixed fees |
| Shane Riley | Pittenger & Anderson | Lincoln | CFA | Percentage of assets |
| Blake Anderson | Pittenger & Anderson | Lincoln | Not listed | Percentage of assets |
| Clayton Finck | Pittenger & Anderson | Lincoln | Not listed | Percentage of assets |
| Elizabeth Sydzyik | Pittenger & Anderson | Lincoln | Not listed | Percentage of assets |
| Jaxson Simmerman | Pittenger & Anderson | Lincoln | Not listed | Percentage of assets |
| Julie Sellers | Pittenger & Anderson | Lincoln | Not listed | Percentage of assets |
| Kristin Kliewer | Pittenger & Anderson | Lincoln | Not listed | Percentage of assets |
| James Hershberger | Round Table Investment Strategies | Lincoln | Not listed | Percentage of assets, Fixed fees |
| Larry Freie | Bellwether Wealth | Lincoln | ChFC | Percentage of assets, Hourly |
| Norman Auger | Alta Strada Wealth | Lincoln | Not listed | Percentage of assets, Hourly |
| Tyler Woods | Alta Strada Wealth | Lincoln | 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 |
| Robert Rossi | R2 Wealth Management Partners | Lincoln | CFP, ChFC | Percentage of assets, Hourly |
| Timothy McEwen | Prairie Wealth Advisors | Lincoln | CFP | Percentage of assets, Hourly |
| 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 |
| Brenda Zitek | Flagstone Financial Management | Lincoln | Not listed | Percentage of assets, Hourly |
| Britney Angeles-Ayala | Flagstone Financial Management | Lincoln | Not listed | Percentage of assets, Hourly |
| 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 |
| Craig Hundt | Prairie Wealth Advisors | Lincoln | Not listed | Percentage of assets, Hourly |
| Jon McGrew | Prairie Wealth Advisors | Lincoln | Not listed | Percentage of assets, Hourly |
| Natalia Paige | Flagstone Financial Management | Lincoln | 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 |
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