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.

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.

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.

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.

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.

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Find The Best Financial Advisors in Omaha, Nebraska

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Omaha is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Omaha & pick the one as per your needs

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 2 vetted financial advisors and 42 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 9 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

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	$53,844,463,960	299169	A percentage of AUM, Fixed fees, Performance Based
CWM, LLC 14600 Branch St., Omaha, NE, 68154	155344	$26,774,389,503	110327	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	$9,882,583,283	2646	A percentage of AUM, Hourly charges, Fixed fees, Other (CONSULTING)
MUTUAL ADVISORS, LLC 9140 W Dodge Road, Suite 230 Omaha, NE, 68114	167658	$6,947,119,840	20381	A percentage of AUM, Hourly charges, Fixed fees
FIRST NATIONAL ADVISERS, LLC 14010 Fnb Parkway, Suite 200 Omaha, NE, 68154	277146	$6,237,040,948	4052	A percentage of AUM
WEITZ INVESTMENT MANAGEMENT, INC. 3555 Farnam Street, Suite 800 Omaha, NE, 68131-3312	105088	$5,153,814,823	20	A percentage of AUM
AVIOR WEALTH MANAGEMENT, LLC 14301 First National Bank Parkway, Suite 410 Omaha, NE, 68154	148674	$5,083,670,234	4385	A percentage of AUM, Fixed fees
MCCARTHY CAPITAL 1601 Dodge Street, Suite 3800 Omaha, NE, 68102	158782	$4,030,326,449	12	A percentage of AUM, Performance Based, Other (SEE SCHEDULE D - MISCELLANEOUS)
PRODIGY ASSET MANAGEMENT LLC 13710 Fnb Parkway, Suite 205, Omaha, NE, 68154	106457	$3,360,649,795	201	A percentage of AUM
LUTZ FINANCIAL 13616 California Street, Suite 300 Omaha, NE, 68154-5336	117273	$2,279,041,520	2186	A percentage of AUM, Hourly charges, Fixed fees
TRIBUTARY CAPITAL MANAGEMENT, LLC 1620 Dodge Street, Stop 3399 Omaha, NE, 68197	112528	$2,134,689,805	813	A percentage of AUM
CARSON GROUP INVESTING 14600 Branch St., Omaha, NE, 68154	291744	$1,953,744,394	13359	A percentage of AUM
PRIVATE WEALTH ASSET MANAGEMENT 1100 Capitol Avenue, Suite 200 Omaha, NE, 68102	315819	$1,874,861,239	1849	A percentage of AUM, Fixed fees
HUB INVESTMENT ADVISORS, INC 11516 Miracle Hills Dr., Suite 100 Omaha, NE, 68154	164600	$1,511,396,033	493	A percentage of AUM, Hourly charges, Fixed fees
WEALTHPLAN PARTNERS 101 South 108th Avenue, Omaha, NE, 68154	305026	$1,271,554,814	5895	A percentage of AUM, Hourly charges, Fixed fees

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Financial Advisors in Omaha, Nebraska

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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

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

Find an AdvisorIt's Fast, Free & Easy

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

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