{ "path": "/advisors/ne/fee-only", "url": "https://advisorcensus.com/advisors/ne/fee-only", "page_type": "state_fee", "title": "Fee-only financial advisors in Nebraska", "filters": {}, "scope_total": 39, "faq": [ { "q": "How many financial advisory firms are there in Nebraska?", "a": "AdvisorCensus lists 145 investment advisory firms with a principal office in Nebraska, from Form ADV filings as of October 2026: 71 SEC-registered, 66 state-registered, and 8 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Nebraska?", "a": "39 of the 145 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Nebraska offer financial planning?", "a": "96 of the 137 firms in Nebraska that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Nebraska fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 39 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 39 investment advisory firms with a principal office in Nebraska that meet AdvisorCensus's fee-only test: paid only by client fees on Form ADV Item 5.E, with no employee registered with a broker-dealer or licensed as an insurance agent, no brokerage, insurance, or real estate sales business or related company, and no referral fees from others, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below, and read the methodology block for how this page is derived.", "about_market": null, "citation": "AdvisorCensus. Fee-only financial advisors in Nebraska: 39 firms from Form ADV filings as of October 2026.", "total_firms": 39, "page": 1, "total_pages": 1, "sort": "name", "registration_types": { "sec": 14, "state": 25, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 39 }, { "code": "percentage_of_aum", "count": 34 }, { "code": "hourly", "count": 18 }, { "code": "subscription", "count": 0 }, { "code": "fixed", "count": 22 }, { "code": "commissions", "count": 0 }, { "code": "performance_based", "count": 0 }, { "code": "other", "count": 0 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 18 }, { "code": "5_to_9", "count": 8 }, { "code": "10_to_19", "count": 3 }, { "code": "20_plus", "count": 10 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 13 }, { "code": "25m_100m", "count": 6 }, { "code": "100m_500m", "count": 10 }, { "code": "500m_1b", "count": 4 }, { "code": "1b_5b", "count": 1 }, { "code": "over_5b", "count": 0 }, { "code": "not_reported", "count": 5 } ], "firms": [ { "crd_number": 331726, "name": "402 Financial", "name_as_filed": "402 FINANCIAL", "url": "https://advisorcensus.com/firm/402-financial-331726", "city": null, "state": null, "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 318321, "name": "Alphaomega Wealth Management, LLC", "name_as_filed": "ALPHAOMEGA WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/alphaomega-wealth-management-llc-318321", "city": null, "state": null, "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 106984, "name": "America First Investment Advisors LLC", "name_as_filed": "AMERICA FIRST INVESTMENT ADVISORS LLC", "url": "https://advisorcensus.com/firm/america-first-investment-advisors-llc-omaha-ne-106984", "city": "Omaha", "state": "NE", "years_registered": 34, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 329935, "name": "ARC Element Wealth Design", "name_as_filed": "ARC ELEMENT WEALTH DESIGN", "url": "https://advisorcensus.com/firm/arc-element-wealth-design-329935", "city": null, "state": null, "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 336268, "name": "Barrett FP LLC", "name_as_filed": "BARRETT FP LLC", "url": "https://advisorcensus.com/firm/barrett-fp-llc-336268", "city": null, "state": null, "years_registered": 1, "raum_band": "not_reported", "compensation_types": [ "hourly" ], "enhanced": false }, { "crd_number": 104851, "name": "Cambridge Advisors Inc", "name_as_filed": "CAMBRIDGE ADVISORS INC", "url": "https://advisorcensus.com/firm/cambridge-advisors-inc-omaha-ne-104851", "city": "Omaha", "state": "NE", "years_registered": 36, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 322475, "name": "Canvas Retirement Planning LLC", "name_as_filed": "CANVAS RETIREMENT PLANNING LLC", "url": "https://advisorcensus.com/firm/canvas-retirement-planning-llc-322475", "city": null, "state": null, "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 129246, "name": "Cornerstone Financial Group,llc", "name_as_filed": "CORNERSTONE FINANCIAL GROUP,LLC", "url": "https://advisorcensus.com/firm/cornerstone-financial-group-llc-omaha-ne-129246", "city": "Omaha", "state": "NE", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 309131, "name": "ELK Ridge Financial Services", "name_as_filed": "ELK RIDGE FINANCIAL SERVICES", "url": "https://advisorcensus.com/firm/elk-ridge-financial-services-309131", "city": null, "state": null, "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 104670, "name": "Evergreen Capital Management Inc", "name_as_filed": "EVERGREEN CAPITAL MANAGEMENT INC", "url": "https://advisorcensus.com/firm/evergreen-capital-management-inc-omaha-ne-104670", "city": "Omaha", "state": "NE", "years_registered": 20, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 330941, "name": "Fair Winds Financial Planning", "name_as_filed": "FAIR WINDS FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/fair-winds-financial-planning-330941", "city": null, "state": null, "years_registered": 2, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 316103, "name": "Financial Design Group, LLC", "name_as_filed": "FINANCIAL DESIGN GROUP, LLC", "url": "https://advisorcensus.com/firm/financial-design-group-llc-lavista-ne-316103", "city": "Lavista", "state": "NE", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 322147, "name": "Find Your FI", "name_as_filed": "FIND YOUR FI", "url": "https://advisorcensus.com/firm/find-your-fi-omaha-ne-322147", "city": "Omaha", "state": "NE", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 285484, "name": "Flagstone Financial Management, LLC", "name_as_filed": "FLAGSTONE FINANCIAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/flagstone-financial-management-llc-lincoln-ne-285484", "city": "Lincoln", "state": "NE", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 128040, "name": "Footprints Asset Management & Research, Inc.", "name_as_filed": "FOOTPRINTS ASSET MANAGEMENT & RESEARCH, INC.", "url": "https://advisorcensus.com/firm/footprints-asset-management-and-research-inc-omaha-ne-128040", "city": "Omaha", "state": "NE", "years_registered": 0, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 309375, "name": "Fyvie Financial LLC", "name_as_filed": "FYVIE FINANCIAL LLC", "url": "https://advisorcensus.com/firm/fyvie-financial-llc-309375", "city": null, "state": null, "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 333516, "name": "Harsh Wealth Management LLC", "name_as_filed": "HARSH WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/harsh-wealth-management-llc-333516", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 128315, "name": "HBE Wealth Management, LLC", "name_as_filed": "HBE WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/hbe-wealth-management-llc-lincoln-ne-128315", "city": "Lincoln", "state": "NE", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 164942, "name": "Hiley Hunt Wealth Management, Inc.", "name_as_filed": "HILEY HUNT WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/hiley-hunt-wealth-management-inc-omaha-ne-164942", "city": "Omaha", "state": "NE", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 168892, "name": "Ironvine Capital Partners, LLC", "name_as_filed": "IRONVINE CAPITAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/ironvine-capital-partners-llc-omaha-ne-168892", "city": "Omaha", "state": "NE", "years_registered": 9, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 105053, "name": "Lawson Kroeker Investment Management Inc", "name_as_filed": "LAWSON KROEKER INVESTMENT MANAGEMENT INC", "url": "https://advisorcensus.com/firm/lawson-kroeker-investment-management-inc-omaha-ne-105053", "city": "Omaha", "state": "NE", "years_registered": 40, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 301256, "name": "Longview Investment Management LLC", "name_as_filed": "LONGVIEW INVESTMENT MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/longview-investment-management-llc-301256", "city": null, "state": null, "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 299289, "name": "McTaggart Capital, LLC", "name_as_filed": "MCTAGGART CAPITAL, LLC", "url": "https://advisorcensus.com/firm/mctaggart-capital-llc-299289", "city": null, "state": null, "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 141373, "name": "MJB Financial Planning", "name_as_filed": "MJB FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/mjb-financial-planning-lincoln-ne-141373", "city": "Lincoln", "state": "NE", "years_registered": 19, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 313152, "name": "Moat Capital", "name_as_filed": "MOAT CAPITAL", "url": "https://advisorcensus.com/firm/moat-capital-omaha-ne-313152", "city": "Omaha", "state": "NE", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 128768, "name": "Modern Asset Management LLC", "name_as_filed": "MODERN ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/modern-asset-management-llc-columbus-ne-128768", "city": "Columbus", "state": "NE", "years_registered": 26, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 340367, "name": "Moyer Financials LLC", "name_as_filed": "MOYER FINANCIALS LLC", "url": "https://advisorcensus.com/firm/moyer-financials-llc-omaha-ne-340367", "city": "Omaha", "state": "NE", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 339739, "name": "Oldfather Financial Services", "name_as_filed": "OLDFATHER FINANCIAL SERVICES", "url": "https://advisorcensus.com/firm/oldfather-financial-services-kearney-ne-339739", "city": "Kearney", "state": "NE", "years_registered": 0, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 109268, "name": "Pflug Koory, LLC", "name_as_filed": "PFLUG KOORY, LLC", "url": "https://advisorcensus.com/firm/pflug-koory-llc-omaha-ne-109268", "city": "Omaha", "state": "NE", "years_registered": 26, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 289438, "name": "Primus Wealth Advisors LLC", "name_as_filed": "PRIMUS WEALTH ADVISORS LLC", "url": "https://advisorcensus.com/firm/primus-wealth-advisors-llc-289438", "city": null, "state": null, "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 325033, "name": "Reserve Wealth Planning", "name_as_filed": "RESERVE WEALTH PLANNING", "url": "https://advisorcensus.com/firm/reserve-wealth-planning-325033", "city": null, "state": null, "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 139492, "name": "Round Table Investment Strategies, LLC", "name_as_filed": "ROUND TABLE INVESTMENT STRATEGIES, LLC", "url": "https://advisorcensus.com/firm/round-table-investment-strategies-llc-lincoln-ne-139492", "city": "Lincoln", "state": "NE", "years_registered": 20, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 128661, "name": "TRJ Wealth Management, Inc.", "name_as_filed": "TRJ WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/trj-wealth-management-inc-128661", "city": null, "state": null, "years_registered": 24, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 116265, "name": "True Measure Wealth Management", "name_as_filed": "TRUE MEASURE WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/true-measure-wealth-management-omaha-ne-116265", "city": "Omaha", "state": "NE", "years_registered": 24, "raum_band": "100m_500m", 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"firm_count": 84 }, { "path": "/advisors/ne/hourly", "label": "Hourly financial advisors in Nebraska", "firm_count": 67 } ], "metro_fee_pages": [ { "path": "/advisors/ne/omaha/fee-only", "firm_count": 17, "label": "Fee-only financial advisors in Omaha, NE" }, { "path": "/advisors/ne/lincoln/fee-only", "firm_count": 4, "label": "Fee-only financial advisors in Lincoln, NE" } ] }, "csv": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }