Adaptive Advice, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Adaptive Advice serves individual and high‑net‑worth clients and their families, providing discretionary investment management and comprehensive financial planning. The firm offers portfolio management, retirement, tax, estate and education planning and also prepares written financial plans for clients.
Portfolios are tailored around asset allocation and a mix of fundamental and technical analysis, with implementation across individual stocks, bonds, mutual funds, ETFs and, when appropriate, options and margin strategies. The firm conducts regular reviews, rebalances as needed, coordinates with clients’ tax and estate professionals, and may utilize third‑party managers and model portfolios to implement investment strategies.
Noteworthy distinctions include the firm’s sponsorship of free, public educational seminars on topics such as asset allocation, retirement and Social Security planning — a service relatively uncommon among peers. The brochure discloses significant outside business activities by the firm’s principals, including ownership interests in a financial planning software provider and licensed insurance sales; these relationships and potential conflicts are disclosed and managed under the firm’s policies, and the small advisory practice (three advisors, 18 clients, roughly $8.3 million in AUM) relies on third‑party administrative support for certain operational functions.
Client services
Expertise
Fee options
Financial Planning fixed fees typically range from $500 to $5,000 depending on service complexity.
$0 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001+: 0.50%
Commission compensation received on insurance and insurance-related investment products purchased by clients through licensed insurance agents at the firm.
Financial Planning hourly fees range from $125 to $300 per hour depending on the professional assigned.
Account minimum: $250,000 Fee-only: Financial Planning fees: $500 to $5,000 fixed fee or $125 - $300 per hour
Main office
444 Regency Parkway Drive, Suite 201
Omaha NE 68114
Advisors at this office
3
Most active in
Louisiana · Nebraska · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Matthew S
Series 65
Omaha, NE
Adaptive Advice, LLC
Matthew Sorum is a financial advisor at Adaptive Advice, LLC in Omaha, NE, holding a Series 65 designation with one year of industry experience. Prior to joining Adaptive Advice, he worked at That 1 Painter and Summit Medical Staffing. Adaptive Advice serves individual and high-net-worth clients and their families by providing discretionary investment management and comprehensive financial planning, including portfolio management, retirement, tax, estate, and education planning. The firm uses a mix of fundamental and technical analysis to tailor portfolios and conducts regular reviews and rebalancing while coordinating with clients’ tax and estate professionals.
Michael C
Series 65
Omaha, NE
Adaptive Advice, LLC
Michael Chochon is a financial advisor at Adaptive Advice, LLC with nine years of industry experience and holds a Series 65 credential. His prior work includes roles at Sequent Planning, LLC, Senior Market Sales, Inc., and PrairieSmarts LLC. Outside of advisory work, he serves as an independent insurance agent offering life, fixed indexed annuities, and long-term care policies, and he holds executive and consulting roles at CFO Systems LLC and Chochonm LLC focusing on strategic CFO functions and technology consulting. Adaptive Advice serves individual and high-net-worth clients, providing discretionary investment management and comprehensive financial planning, including retirement, tax, estate, and education planning. The firm emphasizes tailored portfolios based on asset allocation and combines fundamental and technical analysis with regular reviews and coordination with clients’ tax and estate professionals.
Joseph E
CFP®, Series 65, Series 66
Omaha, NE
Adaptive Advice, LLC
Joseph Elsasser is a CFP® professional with 19 years of industry experience. He is a founding member of Adaptive Advice, LLC, where he has worked since 2020. Prior to that, he held roles at Covisum, LLC, a financial planning software company where he serves as president and partner, as well as positions at Sequent Planning, LLC, Brookstone Capital Management LLC, and Equitable Advisors. Adaptive Advice serves individual and high-net-worth clients and their families, offering discretionary investment management and comprehensive financial planning. The firm employs a tailored approach to portfolio construction, blending fundamental and technical analysis across a range of securities, and supports client needs through ongoing reviews and coordination with other professional advisors.
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