Doctors Family Office LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Doctors Family Office, LLC is an independent, single-advisor firm that provides financial planning and consulting to a small client base, with a focus on physicians, dentists, and veterinarians as well as businesses, retirement plans, trusts and captive insurance companies. Services emphasize comprehensive planning topics including tax, retirement, estate, education, risk management and estate settlement, and the firm may advise on private placements, Regulation D and Qualified Opportunity Zone investments.
Rather than offering ongoing portfolio management or discretionary account services, the firm performs tailored financial plans, periodic (quarterly) plan reviews, and assists clients in selecting third‑party investment advisers and programs. Its planning engagements are billed on hourly or fixed-fee arrangements instead of a recurring percentage-of-assets model, and the firm maintains referral relationships with unaffiliated advisers to implement investment management when needed.
Notable distinctions relative to many independent peers are the absence of in‑house portfolio management for individual clients and the limited focus on higher-net-worth client segments (the firm targets clients with investible assets and primarily serves medical professionals). The firm’s sole adviser is also licensed to sell insurance and may receive insurance commissions, and it does not take custody of client assets or exercise discretionary authority.
Client services
Expertise
Occupation focus
Fee options
Fixed fees ranging from $1,500 to $10,000 depending on complexity and scope; One-time consulting fee up to 1.5% of initial investment value reviewed
Insurance commissions may be received by the IAR in her capacity as an independent insurance agent
Up to $250 per hour for planning consulting
Account minimum: $250,000 Minimum fee: Minimum fee of $1,500 for Financial Planning and Consulting Services Fee-only: Hourly fees up to $250 per hour; Fixed fees ranging from $1,500 to $10,000; One-time fixed consulting fee up to 1.5% of initial investment value reviewed
Main office
Omaha NE
Advisors at this office
1
Most active in
Nebraska
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.
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