Wealth Advisors Network, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$259,798,530
Clients
472
Advisors
8
across 6 offices
About
Wealth Advisors Network provides comprehensive wealth-care services to individuals (including high‑net‑worth clients), trusts, charitable organizations, closely held businesses, and retirement plans, delivering portfolio management and financial planning on both discretionary and non‑discretionary bases. Services are offered through firm programs such as the CMAP asset management program and a co‑advised WealthPort advisor‑directed wrap program, with the option to engage third‑party money managers and sub‑advisors.
The firm’s investment approach emphasizes diversification and active management, using mutual funds, ETFs, individual securities, and fixed‑income instruments while applying modeling and research tools to align portfolios with client risk tolerances. WAN maintains recommended model portfolios — including distinct guidance for accounts above and below $150,000 — and uses a risk profile questionnaire to determine asset mixes and rebalancing or repositioning as appropriate.
WAN’s business model blends advisory services with brokerage, insurance, and accounting affiliations: many adviser representatives are registered representatives of Cambridge Investment Research, some are licensed to sell insurance, and several have ties to accounting firms such as Contryman Associates, creating multiple compensation channels (including commissions, promoter/referral fees, and wrap program arrangements) that the firm discloses. The firm also operates from multiple offices and participates as a co‑advisor in a sponsored wrap program, features that are less common among comparable team firms and can influence how services, custody, and fee arrangements are structured.
Client services
Expertise
Occupation focus
Fee options
Flat fees charged for specific services (amounts not specifically stated).
$0 - $499,999: 1.45% $500,000 - $999,999: 1.35% $1,000,000 - $1,999,999: 1.10% $2,000,000 - $2,999,999: 1.00% $3,000,000 - $3,999,999: 0.90% $4,000,000 - $4,999,999: 0.80% $5,000,000 - $5,999,999: 0.75% $6,000,000 - $6,999,999: 0.70% $7,000,000 - $7,999,999: 0.65% $8,000,000 - $9,999,999: 0.60% $10,000,000+: 0.55%
$100 to $500 per hour, depending on complexity and adviser expertise.
Account minimum: $25,000 minimum balance for new accounts in the WAN CMAP Program, with possible waivers at the firm's discretion Fee-only: Flat hourly fees ranging from $100 to $500 depending on engagement complexity and adviser expertise; flat fees also available for specific services.
Main office
See office201 Foundation Place Ste 100
Hastings NE 68901
Advisors at this office
1
Offices (6)
Greeley, CO
5801 West 11 St Street, Suite 300, Greeley, CO 80634-4813
2 advisors
Hastings, NE W. 12th Street
2215 W. 12th Street Po Box 2026, Hastings, NE 68901
2 advisors
Hastings, NE Foundation Place
201 Foundation Place Ste 100, Hastings, NE 68901
1 advisor
Johnstown, PA
307 State St, Johnstown, PA 15905
1 advisor
Lexington, NE
500 N Washington Drawer H, Lexington, NE 68850
1 advisor
Scottsbluff, NE
1001 West 27th Po Box 2246, Scottsbluff, NE 69363
1 advisor
Most active in
Colorado · Florida · Nebraska · Pennsylvania · Texas
Also doing business as
Bs&P Wealth Management · Contryman Wealth Advisors · Laurel Valley Advisors · Wealth Advisors Nebraska, Inc. · Wealth Advisors Network, Inc.
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:
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
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.
Advisors at this firm
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”)