Well Advised, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Well Advised, LLC is a small independent advisory firm that primarily serves individual and high‑net‑worth clients with discretionary asset management and complementary financial planning. The firm provides ongoing portfolio management, may complete financial plans at no additional charge, and places client assets on third‑party platforms including AssetMark.
The firm’s portfolio work is discretionary and tailored to each client’s goals, time horizon, and risk tolerance, using a mix of fundamental, technical and charting analyses and periodic account reviews. In addition to traditional managed accounts, the firm offers a fee‑based annuity advisory option through a variable annuity product with registered index‑linked allocation choices and optional lifetime‑income riders, delivered via a custodian arrangement.
What distinguishes the firm from many peers is its disclosed material changes and affiliations: the brochure recently added the fee‑based annuity service and updated assets under management, and the firm’s principal also operates an affiliated insurance business and spends a meaningful portion of professional time on insurance activities. The firm requires use of specific custodial platforms for certain products, discloses the insurance relationship and related conflicts (and that commissions are not earned for the annuity advisory product), and maintains compliance controls to mitigate those conflicts.
Client services
Expertise
Fee options
$0 - $250,000: 1.10% $250,001 - $500,000: 1.00% $500,001 - $1,000,000: 0.90% $1,000,001 - $2,000,000: 0.80% Over $2,000,000+: Negotiable
Fee-only: Investment advisory fees charged as percentage of assets managed; no commissions received for fee-based annuity management.
Main office
1055 N 115 St, Ste 204
Omaha NE 68154
Advisors at this office
1
Most active in
Iowa · 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Forms ADV
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