# Financial advisors for founders in Lincoln, Nebraska > For founders in Lincoln, talk to a fee-only planner who has worked through a liquidity event, ideally well before you sign anything. The most valuable decisions, like QSBS eligibility and gifting shares, usually have to be made ahead of the sale. Records to start with include Daniel Frost of Pittenger & Anderson, Danny Clare of Flagstone Financial Management and Larry Freie of Bellwether Wealth. Page: https://find.wellspent.co/specialties/founders-pre-exit/nebraska/lincoln/ 25 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which financial advisor should I talk to as a founder in Lincoln? For founders in Lincoln, talk to a fee-only planner who has worked through a liquidity event, ideally well before you sign anything. The most valuable decisions, like QSBS eligibility and gifting shares, usually have to be made ahead of the sale. Records to start with include Daniel Frost of Pittenger & Anderson, Danny Clare of Flagstone Financial Management and Larry Freie of Bellwether Wealth. - [Daniel Frost](https://find.wellspent.co/advisors/daniel-frost/), Pittenger & Anderson, Lincoln City. Holds the CFP and CFA. Fees on file: percentage of assets. - [Danny Clare](https://find.wellspent.co/advisors/danny-clare/), Flagstone Financial Management, Lincoln City. Holds the CFP. Fees on file: percentage of assets, hourly. - [Larry Freie](https://find.wellspent.co/advisors/larry-freie/), Bellwether Wealth, Lincoln City. Fees on file: percentage of assets, hourly. ## How many fee-only financial advisors in Lincoln work with founders? The Wellspent public graph lists 25 fee-only advisors for founders in Lincoln, at 3 firms. We counted every advisor record that lists this work, as of October 2026. ## How do fee-only advisors for founders in Lincoln charge? The most common fee among fee-only advisors for founders in Lincoln is a percentage of assets, used by 100% of the 25 with fees on file. Many use more than one: 44% charge by the hour and 44% charge fixed fees. ## What credentials should a financial advisor for founders have? For founders, look for the CFP and CFA. In Lincoln, 40% of the 25 advisors listed hold the CFP. - CFP (40% of advisors listed): The CFP covers life after the exit, not only the sale. - CFA (8% of advisors listed): The CFA helps with investing a large sum at once. ## How do Lincoln advisors for founders compare with the rest of the US? 44% of fee-only advisors for founders in Lincoln charge fixed fees, compared with 57% of the 3,000 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## 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. ## What happens to stock pay if you move to or from Nebraska? States often tax stock pay based on where you worked between grant and vesting, so a move to or from Nebraska can split that income across states. Tell any advisor about moves during a vesting period. ## What should I ask a financial advisor as a founder in Lincoln? - How many clients have you taken through an exit, and at what size? - How would you check whether my shares qualify for QSBS? - What should I do before a term sheet that I can't do after? - How would you invest the proceeds in the first year? - How will you plan for Nebraska tax alongside federal tax? - If I move before my grants vest, which states can tax them? ## How current is this list of fee-only advisors for founders 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. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Dan Stous](https://find.wellspent.co/advisors/dan-stous.md) | Flagstone Financial Management | Lincoln, Nebraska | CFP, MBA | Percentage of assets, Hourly, Fixed fees | | [Danny Clare](https://find.wellspent.co/advisors/danny-clare.md) | Flagstone Financial Management | Lincoln, Nebraska | CFP | Percentage of assets, Hourly, Fixed fees | | [Michael Johnson](https://find.wellspent.co/advisors/michael-johnson.md) | Flagstone Financial Management | Lincoln, Nebraska | CFP, JD, MBA | Percentage of assets, Hourly, Fixed fees | | [Anders Natter](https://find.wellspent.co/advisors/anders-natter.md) | Pittenger & Anderson | Lincoln, Nebraska | CFP | Percentage of assets | | [Audrey Mines](https://find.wellspent.co/advisors/audrey-mines.md) | Pittenger & Anderson | Lincoln, Nebraska | CFP | Percentage of assets | | [Daniel Anderson](https://find.wellspent.co/advisors/daniel-anderson.md) | Pittenger & Anderson | Lincoln, Nebraska | CFP | Percentage of assets | | [Daniel Frost](https://find.wellspent.co/advisors/daniel-frost.md) | Pittenger & Anderson | Lincoln, Nebraska | CFP, CFA | Percentage of assets | | [Diane Klein](https://find.wellspent.co/advisors/diane-klein.md) | Pittenger & Anderson | Lincoln, Nebraska | CFP | Percentage of assets | | [James Pittenger](https://find.wellspent.co/advisors/james-pittenger.md) | Pittenger & Anderson | Lincoln, Nebraska | CFP | Percentage of assets | | [Jon Sevenker](https://find.wellspent.co/advisors/jon-sevenker.md) | Pittenger & Anderson | Lincoln, Nebraska | CFP | Percentage of assets | | [Shane Riley](https://find.wellspent.co/advisors/shane-riley.md) | Pittenger & Anderson | Lincoln, Nebraska | CFA | Percentage of assets | | [Blake Anderson](https://find.wellspent.co/advisors/blake-anderson.md) | Pittenger & Anderson | Lincoln, Nebraska | | Percentage of assets | | [Clayton Finck](https://find.wellspent.co/advisors/clayton-finck.md) | Pittenger & Anderson | Lincoln, Nebraska | | Percentage of assets | | [Elizabeth Sydzyik](https://find.wellspent.co/advisors/elizabeth-sydzyik.md) | Pittenger & Anderson | Lincoln, Nebraska | | Percentage of assets | | [Jaxson Simmerman](https://find.wellspent.co/advisors/jaxson-simmerman.md) | Pittenger & Anderson | Lincoln, Nebraska | | Percentage of assets | | [Julie Sellers](https://find.wellspent.co/advisors/julie-sellers.md) | Pittenger & Anderson | Lincoln, Nebraska | | Percentage of assets | | [Kristin Kliewer](https://find.wellspent.co/advisors/kristin-kliewer.md) | Pittenger & Anderson | Lincoln, Nebraska | | Percentage of assets | | [Larry Freie](https://find.wellspent.co/advisors/larry-freie.md) | Bellwether Wealth | Lincoln, Nebraska | ChFC | Percentage of assets, Hourly, Fixed fees | | [Adam Snow](https://find.wellspent.co/advisors/adam-snow.md) | Bellwether Wealth | Lincoln, Nebraska | | Percentage of assets, Hourly, Fixed fees | | [Alan Beaulieu](https://find.wellspent.co/advisors/alan-beaulieu.md) | Bellwether Wealth | Lincoln, Nebraska | | Percentage of assets, Hourly, Fixed fees | | [Clark Bellin](https://find.wellspent.co/advisors/clark-bellin.md) | Bellwether Wealth | Lincoln, Nebraska | | Percentage of assets, Hourly, Fixed fees | | [Emilee Knudson](https://find.wellspent.co/advisors/emilee-knudson.md) | Bellwether Wealth | Lincoln, Nebraska | | Percentage of assets, Hourly, Fixed fees | | [Jason DeLuca](https://find.wellspent.co/advisors/jason-deluca.md) | Bellwether Wealth | Lincoln, Nebraska | | Percentage of assets, Hourly, Fixed fees | | [Lance Norquest](https://find.wellspent.co/advisors/lance-norquest.md) | Bellwether Wealth | Lincoln, Nebraska | | Percentage of assets, Hourly, Fixed fees | | [Noran Knobbe](https://find.wellspent.co/advisors/noran-knobbe.md) | Bellwether Wealth | Lincoln, Nebraska | | Percentage of assets, Hourly, Fixed fees | ## Related - [Retirement planning in Lincoln](https://find.wellspent.co/specialties/retirement-planning/nebraska/lincoln.md) ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).