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 Conflicts
Lincoln, NebraskaCRD #109524
Typical Fee--
AUM$82M
Minimum--
Clients280

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

BELLWETHER WEALTH

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

CAPITAL CONSULTING & ASSET MANAGEMENT

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

FLAGSTONE FINANCIAL MANAGEMENT, LLC

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

HBE WEALTH MANAGEMENT, LLC

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

LINCOLN CAPITAL, LLC

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

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

R2 WEALTH MANAGEMENT PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lincoln, NebraskaCRD #282055
Typical Fee--
AUM$421M
Minimum--
Clients1,912

WHITETAIL ROCK CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lincoln, NebraskaCRD #156675
Typical Fee--
AUM$3.1B
Minimum--
Clients9
Fiduciary Advisors in Lincoln, Nebraska | FiduciaryListings