P23 Financial, Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
P23 Financial provides financial planning and consulting to individual clients and facilitates investment management through referrals to third‑party managers. The firm delivers fixed‑fee financial plans, conducts no‑charge educational seminars and workshops, and does not act as a custodian or directly manage client assets.
The firm evaluates clients’ situations with net‑worth statements and risk/suitability analyses, documents goals in investment policy or risk‑tolerance forms, and recommends third‑party managers when appropriate. P23 Financial acts as a liaison—helping with paperwork, monitoring TPM performance, and reviewing custodial statements—while discretionary trading is handled by the recommended managers.
Notable distinctions include an affiliation with an active accounting practice and the principal’s outside role as an insurance agent, both disclosed in the brochure and identified as potential conflicts of interest with mitigating procedures in place. The firm emphasizes third‑party manager relationships (receiving an ongoing portion of those managers’ advisory fees) and public education events rather than providing in‑house portfolio management or relying primarily on percentage‑of‑assets fees.
Client services
Expertise
Fee options
Financial Planning Services flat fee between $0 and $2,000.
$0 - $100,000: 0% to 1.5% $100,000 - $249,999: 0% to 1.5% $250,000 - $499,999: 0% to 1.5% $500,000 - $999,999: 0% to 1.5% $1,000,000+: 0% to 1.5%
Account minimum: $50,000 Minimum fee: Financial Planning Services flat fee between $0 and $2,000, due upon delivery of completed plan. Fee-only: Fixed fees for financial planning ($0 to $2,000); Asset-based fees via Third Party Managers with P23 Financial fee portion ranging from 0% to 1.5% depending on TPM and tier.
Main office
237 South 70th, Suite 219
Lincoln NE 68510
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 active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
-
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.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)