John William Posey
Advisor at Plains Advisory LLC — Grand Island, NE
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 66
Experience Industry experience
20 years
Location
Grand Island, NE 68803
Plains Advisory LLC
Independent
Total advisors
1Clients per advisor
52 HighAvg AUM per client
$555,357 TypicalHNW client ratio
15% TypicalJohn Posey is a CFP®-designated financial advisor with 20 years of industry experience. He is the sole advisor at Plains Advisory LLC, an independent firm he has led since 2018. Prior to founding Plains Advisory, he worked at Five Points Bank and American Portfolios Financial Services, Inc. from 2015 to 2018. Outside of advising, he holds a real estate salesperson license in Nebraska. Plains Advisory LLC manages approximately $28.9 million in discretionary assets and serves individuals, high-net-worth clients, and trusts. The firm specializes in long-term, value-oriented stock selection combined with tactical and strategic asset allocation, offering tailored portfolios and educational workshops.
Based on Plains Advisory LLC
Based on Plains Advisory LLC
Fixed fees for financial planning and consulting services generally $500 to $10,000
$0 - $500,000: 1.500% $500,001 - $1,000,000: 1.250% $1,000,001 - $2,000,000: 0.900% $2,000,001 - $5,000,000: 0.750% $5,000,001+: 0.500%
Financial planning and consulting services at $300 per hour
Account minimum: $250,000 Minimum fee: Minimum fees generally $500 for financial planning and consulting services Fee-only: Financial planning and consulting services charged hourly ($300/hour) or fixed fee ($500 - $10,000)
Grand Island, NE
1004 N. Diers Ave, Ste 316
Grand Island NE 68803
Advisors at this office
1
Nebraska
20 years of industry experience
Plains Advisory LLC
2018 - Present • 8 years
Grand Island, NE
Five Points Bank
2015 - 2018 • 3 years
Grand Island, NE
American Portfolios Financial Services, Inc.
2015 - 2018 • 3 years
Hoolbrook, NY
APFS Wealth Management, Inc.
2015 - 2018 • 3 years
Grand Island, NE
Wealth Advisors Network, Inc.
2008 - 2015 • 7 years
Hastings, NE
Thrivent Investment Management
2006 - 2007 • 1 year
NE
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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