Fee-OnlyFinder

Advisers in Grand Island, NE

3 advisers in Grand Island — 3 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Allen Capital Group, LLC3540 Prairieview Street, Suite 200 · Grand Island, NE 68803 · (308) 385-1500 · Financial planningCRD 135879 · % of assets, Hourly charges, Fixed fees · $1.5 billion AUMSEC registeredNo commissions reportedPlains Advisory LLC1004 N. Diers Ave, Ste 316 · Grand Island, NE 68803 · (308) 210-7071 · Financial planningCRD 300110 · % of assets, Hourly charges, Fixed fees · $28.9 million AUMState registeredNo commissions reportedSpiehs Wealth Management, INC.904 Concord Avenue · Grand Island, NE 68803 · (308) 675-1385 · Financial planningCRD 328455 · % of assets, Hourly charges · $32.0 million AUMState registeredNo commissions reported
Talking to advisers in Grand Island? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.