ILS Financial, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
ILS Financial is a small independent advisory firm that manages approximately $12.8 million for about two dozen clients. The firm provides discretionary asset management for individuals and businesses, comprehensive financial planning and consulting (including full plans and topic-specific consultations), and retirement-plan advisory services for qualified plans.
The firm tailors portfolios and planning to clients’ stated goals, time horizons and risk tolerances, employing approaches such as Modern Portfolio Theory and tactical asset allocation while exercising discretionary trading authority. In addition to one-time plans, ILS Financial offers ongoing planning engagements with regular touchpoints and performs periodic account reviews to monitor allocations and tax‑loss harvesting opportunities.
Compared with many solo independent advisors, the firm also provides ERISA plan consulting as a limited-scope 3(21) fiduciary for 401(k), 403(b), pension and other plan types — assisting with investment policy statements, option monitoring and participant education, while excluding certain illiquid or employer‑sponsored assets from its scope. The firm’s principal maintains insurance licensure and other outside activities that are disclosed and managed to address potential conflicts of interest.
Client services
Expertise
Occupation focus
Fee options
Up to $3,000 flat fee for full financial plan (negotiable)
$0+: up to 1.0% annually for discretionary asset management services (negotiable) $0+: up to 1.0% annually for ERISA Plan Services (negotiable)
$300 per hour for financial planning consulting services
Ongoing financial planning fees: $4,800 annually for Monthly Plan, $3,000 annually for Quarterly Plan, and $1,500 annually for Semi-Annual Plan, all paid in advance
Fee-only: $300/hour for financial planning consulting services; up to $3,000 flat fee for full financial plan (both negotiable)
Main office
17838 Burke St., Suite 102
Omaha NE 68118
Advisors at this office
1
Most active in
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.
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