Fiduciary advisors in Nebraska

70registered advisers
63fee-only verified

Omaha -- Warren Buffett's base of operations -- lends Nebraska an outsized reputation in the financial world. The state has 70 SEC-registered fiduciary advisors, with 63 operating fee-only. Agricultural estate planning and Berkshire Hathaway concentrated stock positions are recurring themes for local advisory practices.

Cities

Beatrice1Elkhorn1Grand Island1Hastings1Kearney2Lavista1Lincoln12Louisville1Norfolk2North Platte2Omaha46

Top advisors

AGMAN CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Omaha, NebraskaCRD #334799
Typical Fee--
AUM$140M
Minimum--
Clients4

ALLEN CAPITAL GROUP, LLC

Clean RecordAlso Compensated via Product Sales
Grand Island, NebraskaCRD #135879
Typical Fee--
AUM$1.2B
Minimum--
Clients6,558

ALLSTATE FINANCIAL ADVISORS, LLC

Fee-Only, No Conflicts
Lincoln, NebraskaCRD #109524
Typical Fee--
AUM$82M
Minimum--
Clients280

AMERICA FIRST INVESTMENT ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Omaha, NebraskaCRD #106984
Typical Fee--
AUM$594M
Minimum--
Clients591

AMERITAS ADVISORY SERVICES, LLC

Fee-OnlyAlso Compensated via Product Sales
Lincoln, NebraskaCRD #317245
Typical Fee--
AUM$11.5B
Minimum--
Clients41,501

AMERITAS INVESTMENT PARTNERS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lincoln, NebraskaCRD #109381
Typical Fee--
AUM$27.2B
Minimum--
Clients2,239

ARKFELD WEALTH STRATEGIES, L.L.C.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Omaha, NebraskaCRD #293175
Typical Fee1.50%
AUM$479M
Minimum$500
Clients2,001

ARNOLD WEITZ & CO

Clean RecordAlso Compensated via Brokerage
Elkhorn, NebraskaCRD #108026
Typical Fee--
AUM$438M
Minimum--
Clients66

AVIOR WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Omaha, NebraskaCRD #148674
Typical Fee--
AUM$5.1B
Minimum--
Clients4,385

BAZIS PRIVATE WEALTH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Omaha, NebraskaCRD #148605
Typical Fee2.00%
AUM$244M
Minimum--
Clients530

BELLWETHER WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lincoln, NebraskaCRD #300012
Typical Fee--
AUM$685M
Minimum--
Clients1,266

BLUE CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Omaha, NebraskaCRD #304083
Typical Fee--
AUM$209M
Minimum--
Clients1,201

BRIDGES INVESTMENT MANAGEMENT INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Omaha, NebraskaCRD #108028
Typical Fee--
AUM$10.4B
Minimum--
Clients2,870

CAMBRIDGE ADVISORS INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Omaha, NebraskaCRD #104851
Typical Fee--
AUM$622M
Minimum--
Clients787

CAPITAL CONSULTING & ASSET MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lincoln, NebraskaCRD #41438
Typical Fee--
AUM$182M
Minimum--
Clients1,605

CARSON GROUP INVESTING

Fee-OnlyClean RecordAlso Compensated via Product Sales
Omaha, NebraskaCRD #291744
Typical Fee--
AUM$1.8B
Minimum--
Clients14,187

CORNERSTONE FINANCIAL GROUP,LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Omaha, NebraskaCRD #129246
Typical Fee--
AUM$247M
Minimum--
Clients872

CWM, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Omaha, NebraskaCRD #155344
Typical Fee--
AUM$50.6B
Minimum--
Clients154,206

ELLERBROCK-NORRIS WEALTH STRATEGIES LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Omaha, NebraskaCRD #295099
Typical Fee--
AUM$172M
Minimum--
Clients342

FAIRWAY ASSET MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Omaha, NebraskaCRD #146636
Typical Fee--
AUM$112M
Minimum--
Clients82

FINANCIAL DESIGN GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lavista, NebraskaCRD #316103
Typical Fee--
AUM$113M
Minimum--
Clients527

FIRST NATIONAL ADVISERS, LLC

Fee-Only, No Conflicts
Omaha, NebraskaCRD #277146
Typical Fee--
AUM$6.6B
Minimum--
Clients1,221

FIRST NEBRASKA FINANCIAL SERVICES

Fee-OnlyClean RecordAlso Compensated via Product Sales
North Platte, NebraskaCRD #298667
Typical Fee--
AUM$413M
Minimum--
Clients943

FLAGSTONE FINANCIAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lincoln, NebraskaCRD #285484
Typical Fee--
AUM$375M
Minimum--
Clients324

GARNETT INVESTMENT STRATEGIES

Fee-OnlyAlso Compensated via Product Sales
Beatrice, NebraskaCRD #282370
Typical Fee--
AUM$158M
Minimum--
Clients825

HBE WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lincoln, NebraskaCRD #128315
Typical Fee--
AUM$277M
Minimum--
Clients667

HILEY HUNT WEALTH MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Omaha, NebraskaCRD #164942
Typical Fee--
AUM$290M
Minimum--
Clients1,044

HUB INVESTMENT ADVISORS, INC

Clean RecordAlso Compensated via Brokerage
Omaha, NebraskaCRD #164600
Typical Fee--
AUM$2.1B
Minimum--
Clients529

IAMS WEALTH MANAGEMENT, LLC

Fee-OnlyAlso Compensated via Product Sales
Omaha, NebraskaCRD #286085
Typical Fee--
AUM$397M
Minimum--
Clients2,400

INTENTIONAL RETIREMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Omaha, NebraskaCRD #310655
Typical Fee--
AUM$131M
Minimum--
Clients421

INTERALPEN PARTNERS, LLC

Fee-Only, No ConflictsClean Record
Omaha, NebraskaCRD #315587
Typical Fee--
AUM$208M
Minimum--
Clients8

IRONVINE CAPITAL PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Omaha, NebraskaCRD #168892
Typical Fee--
AUM$1.1B
Minimum--
Clients516

KEYSTONE FINANCIAL SERVICES, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Omaha, NebraskaCRD #308397
Typical Fee--
AUM$193M
Minimum--
Clients1,530

LAWSON KROEKER INVESTMENT MANAGEMENT INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Omaha, NebraskaCRD #105053
Typical Fee--
AUM$683M
Minimum--
Clients406

LEIBMAN FINANCIAL SERVCES, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Louisville, NebraskaCRD #323120
Typical Fee--
AUM$173M
Minimum--
Clients573

LINCOLN CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lincoln, NebraskaCRD #168307
Typical Fee--
AUM$743M
Minimum--
Clients1,176

LUTZ FINANCIAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Omaha, NebraskaCRD #117273
Typical Fee--
AUM$2.6B
Minimum--
Clients2,386

M-ONE CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Omaha, NebraskaCRD #158782
Typical Fee--
AUM$4.1B
Minimum--
Clients12

MCMILL CPA AND ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Norfolk, NebraskaCRD #129015
Typical Fee--
AUM$730M
Minimum--
Clients4,118

MOREY & QUINN WEALTH PARTNERS

Clean RecordAlso Compensated via Brokerage
Omaha, NebraskaCRD #332074
Typical Fee--
AUM$328M
Minimum--
Clients1,473

MUTUAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Omaha, NebraskaCRD #167658
Typical Fee2.00%
AUM$6.8B
Minimum--
Clients21,515

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

Also Compensated via Brokerage
Omaha, NebraskaCRD #611
Typical Fee--
AUM$24M
Minimum--
Clients116

NABITY-JENSEN INVESTMENT MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Omaha, NebraskaCRD #128455
Typical Fee--
AUM$238M
Minimum--
Clients217

OLDFATHER FINANCIAL SERVICES

Fee-OnlyClean RecordAlso Compensated via Product Sales
Kearney, NebraskaCRD #339739
Typical Fee--
AUM$542M
Minimum--
Clients1,210

ORION PORTFOLIO SOLUTIONS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Omaha, NebraskaCRD #107975
Typical Fee--
AUM$57.7B
Minimum--
Clients203,878

PANORAMA POINT PARTNERS, LLC

Fee-Only, No ConflictsClean Record
Omaha, NebraskaCRD #165704
Typical Fee--
AUM$193M
Minimum--
Clients19

PFLUG KOORY, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Omaha, NebraskaCRD #109268
Typical Fee--
AUM$347M
Minimum--
Clients124

PITTENGER & ANDERSON INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lincoln, NebraskaCRD #111033
Typical Fee--
AUM$3.0B
Minimum--
Clients2,261

PLAN A WEALTH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lincoln, NebraskaCRD #287860
Typical Fee--
AUM$370M
Minimum--
Clients1,930

PRAIRIE WEALTH ADVISORS, INC.

Fee-OnlyAlso Compensated via Product Sales
Omaha, NebraskaCRD #165266
Typical Fee--
AUM$472M
Minimum--
Clients388
View all 70 advisors in Nebraska
Fiduciary Financial Advisors in Nebraska | FiduciaryListings