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The Premier Advisory Group, LLC

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Client assets under management

$0

Clients

570

0% high-net-worth

Advisors

4

of 4 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

143

Very High

Average account size

$0

About

The Premier Advisory Group, LLC is a fee‑based financial planning and advisory firm that primarily serves individual clients, including those characterized as high net worth, and conducts educational seminars for the public. The firm does not custody or directly manage client assets; it provides fixed‑fee financial plans and refers clients to third‑party money managers for discretionary portfolio management.

The firm’s process uses fundamental, technical and cyclical analysis and documents client objectives in Investment Policy Statements or risk‑tolerance instruments; financial plans are typically delivered within 60 days and billed as flat fees ranging from $250 to $2,000. When clients engage third‑party managers (for example, Gradient Investments), Premier acts as liaison, assists with paperwork, reviews quarterly reports, and receives a portion of the third‑party advisory fees rather than executing trades or withdrawing fees directly from client accounts.

Distinctive features disclosed in the brochure include material outside business activities: firm principals conduct insurance agency business and hold ownership in a real estate brokerage, relationships the firm notes may create conflicts of interest and are disclosed to clients. The brochure also discloses an incentive sharing arrangement with a third‑party manager and clarifies that the firm does not vote client proxies or use performance‑based fees, describing policies and fiduciary obligations intended to mitigate related conflicts.

Client services

Selection of other advisers

Expertise

Wealth management General estate planning guidance

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Fee options

Fixed

Financial planning fixed fees negotiable between $250 and $2,000 based on complexity and client needs

Percentage

$0+: 2.15% annually (Custom Indexing - Strategic Portfolio, total fee) $0+: 2.00% annually (Strategic Portfolio, total fee) $0+: 1.85% annually (Custom Indexing - Allocation Portfolio, total fee) $0+: 1.70% annually (Allocation & Defined Outcome Portfolio, total fee) $0+: 1.80% annually (Tactical Portfolio, total fee) $0+: 1.70% annually (Defined Outcome Portfolio, total fee) $0+: 1.50% annually (Private Wealth Portfolio, total fee) $0+: 1.00% annually (Preservation Portfolio, total fee) $0+: $300 flat fee annually (Client Directed Accounts)

Other

Minimum fee: Financial Planning Services flat fees, negotiable between $250 and $2,000 based on complexity and client needs Fee-only: Financial planning fixed fees (between $250 and $2,000); No additional management fees by Advisor for third party managed accounts

Main office location

The Premier Advisory Group, LLC

11910 Stonegate Drive, \

Omaha NE 68164, United States

Number of offices

1

Most active in

More info

Iowa · Nebraska · New Mexico · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 402-557-6730

Advisors at this firm

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user avatar

William K

Series 63, Series 65

Omaha, NE

The Premier Advisory Group, LLC

William Kizer is a financial advisor with The Premier Advisory Group, LLC in Omaha, NE, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has worked with The Premier Advisory Group and The Premier Group since 2017 and has been principal of William Kizer & Associates since 2016. Outside of advisory work, he is also active as an insurance agent. The Premier Advisory Group offers fee-based financial planning, educational seminars, and referral-based advisory services primarily to individual clients. The firm focuses on fixed flat fees for planning and refers clients to third-party money managers while providing liaison services and financial reviews without exercising discretionary trading authority.

Wealth management General estate planning guidance
user avatar

William A

Series 65

Omaha, NE

The Premier Advisory Group, LLC

William Altman is a Series 65-licensed financial advisor with The Premier Advisory Group, LLC in Omaha, Nebraska, bringing 11 years of industry experience. He has been with The Premier Advisory Group since 2014 and is also involved with TPG Properties, LLC. Outside of advisory work, Altman is an owner and agent in an insurance agency affiliated with The Premier Group, LLC. The Premier Advisory Group provides fee-based financial planning and referral-based advisory services to individual clients. The firm does not manage client portfolios directly but refers clients to third-party money managers while assisting with account paperwork, statement reviews, and ongoing communication.

Wealth management General estate planning guidance
user avatar

Andrew G

Series 63, Series 66

Omaha, NE

The Premier Advisory Group, LLC

Andrew Galvin is a financial advisor with The Premier Advisory Group, LLC in Omaha, NE, holding Series 63 and Series 66 licenses and seven years of industry experience. His career includes roles at Stifel Nicolaus & Co Inc, TD Ameritrade, and Erickson Sederstrom. Outside of financial advising, he is involved in insurance sales and services through The Premier Group, LLC. The Premier Advisory Group provides fee-based financial planning and referral-based advisory services to individual clients, focusing on fixed flat fees rather than managing client assets directly. The firm refers clients to third-party money managers and coordinates client communications without exercising discretionary trading authority.

Wealth management General estate planning guidance
user avatar

Jake B

Series 65

Omaha, NE

The Premier Advisory Group, LLC

Jake Blach is a financial advisor at The Premier Advisory Group, LLC in Omaha, NE, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Gallup, Inc. and Union Pacific, as well as a decade as a full-time student. The Premier Advisory Group offers fee-based financial planning and referral-based advisory services to individual clients, focusing on fixed flat fees for plans and coordinating with third-party money managers rather than managing client portfolios directly.

Wealth management General estate planning guidance
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