Fiduciary advisors in Lincoln, NE
12 registered advisers
Lincoln is a university city and state capital where academic wealth and a growing tech sector expand beyond agricultural advisory traditions, and 12 SEC-registered fiduciary firms serve local investors. The fee-only share stands at 100%, with 12 firms declining all forms of commission-based compensation. All data is sourced from SEC Form ADV filings and updated as new disclosures become available.
ALLSTATE FINANCIAL ADVISORS, LLC
Fee-Only, No ConflictsTypical Fee--
AUM$82M
Minimum--
Clients280
AMERITAS ADVISORY SERVICES, LLC
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$11.5B
Minimum--
Clients41,501
AMERITAS INVESTMENT PARTNERS, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$27.2B
Minimum--
Clients2,239
BELLWETHER WEALTH
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$685M
Minimum--
Clients1,266
CAPITAL CONSULTING & ASSET MANAGEMENT
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$182M
Minimum--
Clients1,605
FLAGSTONE FINANCIAL MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$375M
Minimum--
Clients324
HBE WEALTH MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$277M
Minimum--
Clients667
LINCOLN CAPITAL, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$743M
Minimum--
Clients1,176
PITTENGER & ANDERSON INC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$3.0B
Minimum--
Clients2,261
PLAN A WEALTH, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$370M
Minimum--
Clients1,930
R2 WEALTH MANAGEMENT PARTNERS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$421M
Minimum--
Clients1,912
WHITETAIL ROCK CAPITAL MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$3.1B
Minimum--
Clients9