HNW client percentage for Independent firms serving clients in Nebraska

Independent firms active in Nebraska 52 firms

Very Low 0%-0%

Low 0%-5%

Typical 5%-15%

High 15%-25%

Very High 25%-55%

5th 20th 40th 60th 80th 95th

Median: 7%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Barrett FP LLC	—	—	—	—
Camston Asset Management, LLC	—	—	—	—
Canvas Retirement Planning LLC	—	—	—	—
Fair Winds Financial Planning	—	—	—	—
Midwest Value Planning	—	—	—	—
Moat Capital	—	—	—	—
Open Prairie Wealth Management	—	—	—	—
Your Everyday ROI	—	—	—	—
Legacy Estate Planning Group, Inc.	Low 0%	—	5	—
Charles Capital	Very High 33%	2	6	$140K
Family Financial Planning	Low 0%	—	6	$0
Spar Wealth Management LLC	Very High 33%	2	6	$370K
First Class Wealth Management LLC	Typical 11%	1	9	$600K
Find Your FI	Low 0%	—	11	—
Primus Wealth Advisors LLC	Very High 45%	5	11	$2.6M
Executive Wealth Partners	Very High 43%	6	14	$1.3M
WelsPire LLC	Very High 64%	9	14	$1.9M
Gompert Financial	Low 0%	—	15	$490K
McTaggart Capital, LLC	Low 0%	—	15	$140K
P23 Financial, Inc	Low 0%	—	15	—
Thomas Jackson Family Office, Inc.	Low 0%	—	15	—
TRJ Wealth Management, Inc.	Low 0%	—	18	$130K
Kaizen Wealth Advisors, LLC	Low 0%	—	20	—
WealthMark	High 15%	3	20	$910K
ARC Element Wealth Design	Very High 48%	10	21	$1.4M
Kompass Financial Advisors, Inc.	Typical 5%	1	21	$430K
Optimum Wealth Management, LLC	High 24%	5	21	$870K
Reserve Wealth Planning	Typical 5%	1	21	$160K
The Commonwealth Group LLC	Low 0%	—	21	$390K
Turner Financial	Typical 5%	1	21	$210K
Brokerage Specialists	Low 0%	—	25	—
MJB Financial Planning	Very High 80%	20	25	$2.4M
AlphaOmega Wealth Management, LLC	High 23%	6	26	$780K
Well Advised, LLC	Low 0%	—	30	$200K
Doctors Family Office LLC	Low 0%	—	31	—
Longview Investment Management LLC	High 21%	7	34	$250K
ECHO Financial LLC	Very High 25%	9	36	$79K
ILS Financial, LLC	Very High 82%	32	39	$290K
Maxus Wealth Management LLC	High 15%	6	40	$150K
Plains Advisory LLC	High 15%	8	52	$560K
Liberty Advisers Inc.	Typical 13%	8	61	$330K
Abboud Financial Planning, Inc.	Typical 6%	4	62	$400K
Highball Advisors	Low 0%	—	62	$1.2M
Kirwan Capital	Low 0%	—	69	$360K
JB Financial Services, Inc.	High 15%	11	71	$520K
Tringle Jr., John R.	Typical 8%	6	74	$180K
Evergreen Capital Management Inc	Low 0%	—	75	$160K
Winten Investment Partners, LLC	Low 3%	2	76	$230K
Brilliant Financial Advisors LLC	Low 0%	—	86	$81K
Schenkelberg Investments, LLC	High 15%	14	96	$620K
Starkel Wealth Advisors, LLC	Typical 5%	5	99	$140K
Virtual Investment Planning LLC	Low 0%	—	102	$230K
Foy Financial Services, Inc.	High 16%	17	104	$560K
Spelts Wealth Management, Inc.	Typical 7%	12	181	$410K
Retirement Planning Specialists - Midwest, LLC	Low 0%	—	200	—
AFSC Advisors, Inc	Very High 29%	59	207	$180K
SPIEHS Wealth Management, Inc.	High 16%	47	287	$110K
Intentional Retirement, LLC	Very High 26%	75	288	$510K
Planvest, LLC	High 16%	49	298	$150K
Alternative Strategies Group, Inc.	Typical 10%	71	687	$110K

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