Fiduciary advisors in Omaha, NE

46 registered advisers

Omaha is Warren Buffett's home base, where Berkshire Hathaway's influence has cultivated a value-investing culture among local advisory firms, and 46 SEC-registered fiduciary firms serve local investors. Fee-only firms account for 42 of the 46 registered practices, or about 91% of the local market.

AGMAN CAPITAL

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

AMERICA FIRST INVESTMENT ADVISORS LLC

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

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

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

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

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

FIRST NATIONAL ADVISERS, LLC

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

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

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

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

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

PRAIRIE WEALTH ADVISORS, INC.

Fee-OnlyAlso Compensated via Product Sales
Omaha, NebraskaCRD #165266
Typical Fee--
AUM$472M
Minimum--
Clients388

PRIVATE WEALTH ASSET MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Omaha, NebraskaCRD #315819
Typical Fee--
AUM$1.8B
Minimum--
Clients1,947

PRODIGY ASSET MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Omaha, NebraskaCRD #106457
Typical Fee--
AUM$2.4B
Minimum--
Clients282

REVOLUTION CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Omaha, NebraskaCRD #300496
Typical Fee--
AUM$242M
Minimum--
Clients750

SEQUENT PLANNING, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Omaha, NebraskaCRD #160381
Typical Fee--
AUM$395M
Minimum--
Clients5,102

SMART WEALTH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Omaha, NebraskaCRD #315496
Typical Fee--
AUM$448M
Minimum--
Clients3,291

STEVENS CAPITAL PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Omaha, NebraskaCRD #317517
Typical Fee--
AUM$601M
Minimum--
Clients2,137

THE MAGNOLIA GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Omaha, NebraskaCRD #171102
Typical Fee--
AUM$812M
Minimum--
Clients2

TRIBUTARY CAPITAL MANAGEMENT, LLC

Fee-OnlyAlso Compensated via Product Sales
Omaha, NebraskaCRD #112528
Typical Fee--
AUM$2.2B
Minimum--
Clients897

TRUE MEASURE WEALTH MANAGEMENT

Fee-OnlyAlso Compensated via Product Sales
Omaha, NebraskaCRD #116265
Typical Fee--
AUM$242M
Minimum--
Clients342

WALNUT PRIVATE EQUITY PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Omaha, NebraskaCRD #168840
Typical Fee--
AUM$173M
Minimum--
Clients2

WEALTHPLAN INVESTMENT MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Omaha, NebraskaCRD #311364
Typical Fee--
AUM$2.2B
Minimum--
Clients5,313

WEALTHPLAN PARTNERS

Clean RecordAlso Compensated via Brokerage
Omaha, NebraskaCRD #305026
Typical Fee--
AUM$1.1B
Minimum--
Clients3,681

WEITZ INVESTMENT MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Omaha, NebraskaCRD #105088
Typical Fee--
AUM$6.8B
Minimum--
Clients20

WESTCHESTER CAPITAL MANAGEMENT INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Omaha, NebraskaCRD #110961
Typical Fee--
AUM$556M
Minimum--
Clients657
Fiduciary Advisors in Omaha, Nebraska | FiduciaryListings