Fee-OnlyFinder

% of assets managed in Lincoln, NE

14 advisers in Lincoln offering % of assets managed. Firms that report charging a percentage of the assets they manage (Item 5.E(1)).

All 14

Ameritas Advisory Services, LLC5900 O Street · Lincoln, NE 68510 · (800) 335-9858 · Financial planningCRD 317245 · % of assets, Hourly charges, Fixed fees · $13.7 billion AUMSEC registeredNo commissions reportedAmeritas Investment Partners, INC.5945 R Street · Lincoln, NE 68505 · (402) 467-6980 · Flat / fixed feesCRD 109381 · % of assets, Fixed fees, Other · $29.0 billion AUMSEC registeredNo commissions reportedBellwether Wealth140 North 8th Street, Suite 210 · Lincoln, NE 68058 · (402) 476-8844 · Financial planningCRD 300012 · % of assets, Hourly charges, Fixed fees · $784.0 million AUMSEC registeredNo commissions reportedCapital Consulting & Asset Management140 N. 8th Street, 410 the Apothecary · Lincoln, NE 68508 · (402) 477-2500 · Financial planningCRD 41438 · % of assets, Hourly charges · $218.7 million AUMSEC registeredNo commissions reportedFlagstone Financial Management, LLC5801 Hidcote Dr. Ste 100 · Lincoln, NE 68516 · (402) 413-0440 · Financial planningCRD 285484 · % of assets, Hourly charges, Fixed fees · $467.8 million AUMSEC registeredNo commissions reportedHbe Wealth Management, LLC7140 Stephanie Lane · Lincoln, NE 68516 · (402) 423-4343 · % of assets managedCRD 128315 · % of assets · $277.4 million AUMSEC registeredNo commissions reportedLincoln Capital, LLC6003 Old Cheney Rd, Suite 350 · Lincoln, NE 68516 · (402) 483-1400 · Financial planningCRD 168307 · % of assets, Hourly charges, Fixed fees · $844.8 million AUMSEC registeredNo commissions reportedMjb Financial Planning1520 S. 70th Street, Suite 104 · Lincoln, NE 68506 · (402) 413-1097 · Financial planningCRD 141373 · % of assets, Fixed fees · $60.2 million AUMState registeredNo commissions reportedParadigm Wealth Management8055 O Street, Suite 122 · Lincoln, NE 68510 · (531) 333-2728 · Financial planningCRD 282055 · % of assets, Hourly charges, Fixed fees · $116.3 million AUMSEC registeredNo commissions reportedPittenger & Anderson INC5533 S. 27th Street, Suite 201 · Lincoln, NE 68512 · (402) 328-8800 · Financial planningCRD 111033 · % of assets, Other · $3.0 billion AUMSEC registeredNo commissions reported
Plan a Wealth, LLC7221 Plaza Court · Lincoln, NE 68516 · (402) 975-8008 · Financial planningCRD 287860 · % of assets, Hourly charges, Fixed fees · $433.8 million AUMSEC registeredNo commissions reportedR2 Wealth Management Partners6940 O Street, Suite 300 · Lincoln, NE 68510 · (402) 489-9375 · Financial planningCRD 338490 · % of assets, Hourly charges, Fixed fees · $236.0 million AUMSEC registeredNo commissions reportedRound Table Investment Strategies, LLC2935 Pine Lake Rd, Suite F · Lincoln, NE 68516 · (402) 200-4084 · Financial planningCRD 139492 · % of assets, Fixed fees · $106.7 million AUMState registeredNo commissions reportedWhitetail Rock Capital Management, LLC121 South 13th Street, Suite 100 · Lincoln, NE 68508 · (402) 458-2243 · % of assets managedCRD 156675 · % of assets, Performance-based fees · $3.3 billion AUMSEC registeredNo commissions reported