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Find The Best Financial Advisors in Omaha, Nebraska

Q: Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

Q: How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

Q: What's the difference between a financial planner and a financial advisor?

A financial Advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

Q: How much money should you have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

Q: What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

Omaha, Nebraska, home to over 485,000 people, is said to be one of the best places to have an active career and be a business starter. Living expenses are around 8% lower than the national average, giving you more money to spend as you see fit. Creating a solid financial plan to safeguard your financial future would help you take advantage of this low-cost city. If you're looking for a financial advisor, you might not need to go very far. With over 1,500 financial experts working in the Omaha area, it would be wise to connect with 1-3 professionals familiar with your financial situation and city laws. FinancialAdvisor.net helps you save time, avoid costly mistakes, and connect with top advisors in your city who can guide you on a solid path toward your financial goals.

How To Find The Best Financial Advisors in Omaha, Nebraska
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Omaha, Nebraska, FinancialAdvisor.net is a useful resource. We've compiled a list of the 3 vetted financial advisors and non-vetted financial advisors in Omaha, Nebraska, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Omaha, Nebraska have an average of 13 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Omaha, Nebraska

Carson Wealth

888-829-1791

Address

14600 Branch Street,
Omaha, NE 68154 See Details

Geoffrey Hemenway

Hemenway Financial Services

402-204-4201

Address

5310 S 139th Plz Ste 301,
Omaha, NE 68137 See Details

Christopher Ziola

Edelman Financial Engines, LLC

402-506-9241

Address

18881 West Dodge Road, Suite 240W,
Omaha, NE 68022 See Details

Top Financial Advisor Firms in Omaha, Nebraska (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
ORION PORTFOLIO SOLUTIONS, LLC 17605 Wright St, Omaha, NE, 68130	107975	$53,283,016,878	176366	A Percentage of AUM, Fixed Fees, Performance Based
CWM, LLC 14600 Branch St., Omaha, NE, 68154	155344	$19,943,561,186	96956	A Percentage of AUM, Hourly charges, Fixed Fees, Other (SOLICITOR FEES FROM OTHER INVESTMENT ADVISORS)
BRIDGES INVESTMENT MANAGEMENT INC 13333 California St, Suite 500 Omaha, NE, 68154	108028	$7,549,835,558	2277	A Percentage of AUM, Hourly charges, Fixed Fees, Other (CONSULTING)
MUTUAL ADVISORS, LLC 9140 W Dodge Road, Suite 230 Omaha, NE, 68114	167658	$5,305,999,278	20842	A Percentage of AUM, Hourly charges, Fixed Fees
WEITZ INVESTMENT MANAGEMENT, INC. 1125 South 103rd Street, Suite 200 Omaha, NE, 68124-1071	105088	$3,604,320,081	24	A Percentage of AUM
PRODIGY ASSET MANAGEMENT LLC 13710 Fnb Parkway, Suite 205, Omaha, NE, 68154	106457	$3,393,279,476	264	A Percentage of AUM
MCCARTHY CAPITAL 1601 Dodge Street, Suite 3800 Omaha, NE, 68102	158782	$2,899,792,229	10	A Percentage of AUM, Performance Based, Other (SEE SCHEDULE D - MISCELLANEOUS)
AVIOR WEALTH MANAGEMENT, LLC 14301 First National Bank Parkway, Suite 110 Omaha, NE, 68154	148674	$2,422,058,927	3166	A Percentage of AUM, Fixed Fees
FIRST NATIONAL ADVISERS, LLC 14010 Fnb Parkway, Suite 200 Omaha, NE, 68154	277146	$2,420,210,912	1794	A Percentage of AUM
CARSON GROUP INVESTING 14600 Branch St., Omaha, NE, 68154	291744	$2,261,457,754	12155	A Percentage of AUM
TRIBUTARY CAPITAL MANAGEMENT, LLC 1620 Dodge Street, Stop 1089 Omaha, NE, 68197	112528	$1,917,242,591	748	A Percentage of AUM
LUTZ FINANCIAL 13616 California Street, Suite 200 Omaha, NE, 68154-5336	117273	$1,731,482,313	2004	A Percentage of AUM, Hourly charges, Fixed Fees
WEALTHPLAN PARTNERS 101 South 108 Avenue, Omaha, NE, 68154	305026	$1,619,950,649	6661	A Percentage of AUM, Hourly charges, Fixed Fees
HUB INVESTMENT ADVISORS, INC 11516 Miracle Hills Dr., Suite 100 Omaha, NE, 68154	164600	$1,315,093,006	500	A Percentage of AUM, Hourly charges, Fixed Fees
WEALTHPLAN INVESTMENT MANAGEMENT LLC 101 S 108th Ave, 3rd Floor Omaha, NE, 68154	311364	$869,707,596	1096	A Percentage of AUM, Hourly charges, Fixed Fees

Select other cities around Omaha, Nebraska to broaden your search for a financial advisor

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

How can I pick a good financial advisor?

What's the difference between a financial planner and a financial advisor?

How much money should I have before getting a financial advisor?

What type of financial advisor do I need?

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Find The Best Financial Advisors in Omaha, Nebraska

How To Find The Best Financial Advisors in Omaha, NebraskaLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Omaha, Nebraska

Carson Wealth

Address

Geoffrey Hemenway

Hemenway Financial Services

Address

Christopher Ziola

Edelman Financial Engines, LLC

Address

Top Financial Advisor Firms in Omaha, Nebraska (Ranked by AUM)

Select other cities around Omaha, Nebraska to broaden your search for a financial advisor

Frequently Asked Questions

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How To Find The Best Financial Advisors in Omaha, Nebraska
Last Updated - 13-Jun-2023

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