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Financial advisors for founders in Lincoln, Nebraska

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.

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Where to start

Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.

  • Daniel Frost Pittenger & Anderson, Lincoln City Holds the CFP and CFA. Fees on file: percentage of assets.
  • Danny Clare Flagstone Financial Management, Lincoln City Holds the CFP. Fees on file: percentage of assets, hourly.
  • 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.

CFP40% in Lincoln
The CFP covers life after the exit, not only the sale.
CFA8% in Lincoln
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.

  • Hold the CFP 40% 41%
  • Hold the CFA 8% 11%
  • Charge a percentage of assets 100% 93%
  • Charge by the hour 44% 46%
  • Charge fixed fees 44% 57%

Dark bars are Lincoln. Light bars are all US advisors for founders.

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?

  1. How many clients have you taken through an exit, and at what size?
  2. How would you check whether my shares qualify for QSBS?
  3. What should I do before a term sheet that I can't do after?
  4. How would you invest the proceeds in the first year?
  5. How will you plan for Nebraska tax alongside federal tax?
  6. 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.

All 25 advisors

Fee-only advisors for founders in Lincoln: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
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
Anders Natter Pittenger & Anderson Lincoln CFP Percentage of assets
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
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
Larry Freie Bellwether Wealth Lincoln ChFC 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

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