Are you looking for expert financial advisors in Fremont? Many people across Nebraska frequently search for queries like “top wealth advisors near me” online. It’s completely rational to do so.
Choosing a financial advisor is crucial, as it involves entrusting your assets to a firm or someone within that firm. Naturally, you want to ensure your money is safeguarded and wisely invested for wealth growth or retirement.
But how do you verify that your funds are being handled correctly? What steps can you take to understand the fee structures of Fremont financial advisors and assess their effect on your savings or retirement plans over time?
Why Should You Seek Financial Guidance?
Making wise financial choices is essential for reaching your objectives. While some may manage their finances on their own, others may find it advantageous to hire a financial advisor under certain conditions:
Complex Financial Circumstances: If your financial situation has grown complicated, a wealth advisor in Fremont can guide you through the complexities. They possess the skills to devise a detailed financial plan customized to your unique needs.
Limited Time or Knowledge: Juggling work, family, and personal responsibilities can make it challenging to manage your finances effectively. A Fremont financial advisor can take over various financial duties, such as managing your portfolio, exploring investment opportunities, and keeping up with market trends. This frees up your time so you can concentrate on other important matters in your life.
Achieving Long-Term Objectives: Whether it’s preparing for retirement, funding your child’s education, or planning for significant life events, a financial advisor can help you create a strategy to meet your long-term aspirations.
Investment Advice: If you’re inexperienced with investing or unsure about your investment choices, a Fremont wealth advisor can provide direction. They can evaluate your risk tolerance, suggest appropriate investment strategies, and ensure your investments align with your financial goals.
Navigating Financial Transitions: Major life changes, such as marriage, divorce, receiving an inheritance, or starting a business, often come with complex financial transitions. A financial planner in Fremont can offer unbiased guidance during these times, assisting you in making well-informed decisions and overcoming potential obstacles.
In these scenarios, employing a financial advisor can offer reassurance and enhance your financial results. Consider speaking with a reputable financial advisor to review your specific needs and discover how their expertise can aid in your financial journey.
Financial Planning: Choosing the Best Route
Creating a robust financial plan is essential for sustained financial security.
Consider these approaches:
1. Explore self-directed online platforms.
Manage your financial path by using online platforms that allow you to independently control your investments. Opting for this method can lead to reduced costs by cutting out middlemen in transactions.
2. Leverage the knowledge of a wealth manager in Fremont.
Working with a personal financial planner or wealth manager can bring positive results, even with the related costs. Studies indicate that collaborating with a financial advisor may improve long-term portfolio returns by approximately 1.5% to 4%.
Fee Structures of Financial Advisors in Fremont, Nebraska
Understanding the fee models is crucial when selecting a financial advisor in Fremont, Nebraska.
Here are the common payment structures:
Hourly Fee: Clients pay based on the time spent handling their financial issues, independent of their asset size.
Retainer Fee: Advisors charge a set fee monthly or annually, providing continuous access to advisory services included in the retainer.
Flat Fees: These are predetermined fees that cover financial planning and asset management, which are unaffected by the size of the client’s portfolio.
Commission-Based: Fremont wealth advisors earn a commission from the sale of high-performing investments, usually calculated per transaction.
Asset Management Fee: Investors pay a fee based on their invested amount, which is taken directly from their accounts.
Choosing the Best Payment Structure for Financial Planning
It’s essential to think carefully about possible conflicts of interest when choosing a payment model for your financial planner in Fremont. An unsuitable payment structure can negatively impact your financial health.
For the best results, a commission-based fee model is often preferable. In this setup, the financial advisor earns a percentage of the investment’s growth, motivating them to focus on your financial success.
Choosing a payment plan that matches your goals and aligns your advisor’s incentives with your best interests is crucial.
7 Important Factors When Finding a Fremont Financial Advisor
When choosing a financial planner in Fremont, it’s important to consider several key factors to ensure they meet your financial goals and priorities:
1. Qualifications and Credentials
Look for advisors with relevant qualifications like Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA). These credentials demonstrate a commitment to professionalism and a high level of expertise.
2. Experience and Track Record
Examine the advisor’s experience and their track record. Check how long they’ve been in practice and their areas of specialization.
3. Services Offered
The best financial advisors in Fremont have a wide range of offerings. Whether it’s comprehensive financial planning, investment management, retirement planning, or specialized services, check if their offerings match your needs.
4. Fiduciary Duty
Confirm if the advisor acts as a fiduciary. This means they’re legally required to put your interests ahead of their own, which is crucial for trust and confidence.
5. Clientele and Referrals
Look at the advisor’s clientele and ask for referrals or testimonials. This can provide insights into their reputation, effectiveness, and how well they handle their clients.
6. Fee Structure
Understand how your potential Fremont financial planner is compensated, such as through a percentage of assets under management, fixed fees, or hourly rates. Make sure their fee structure aligns with your financial situation and won’t negatively impact your returns.
7. Personal Connection
Arrange an initial consultation to see if you communicate well with the advisor. A strong personal connection is vital for a successful advisory relationship.
Let these criteria guide you in finding the best wealth advisor in Fremont who’ll be a valuable ally in achieving your financial objectives. Choose carefully, as your financial future depends on this decision.
Top 10 Wealth Advisors in Fremont, Nebraska
Explore the top financial advisors in Fremont whose passion leads you to financial success. Known for their extensive expertise and commitment to outstanding service, these advisors have earned a strong reputation for offering reliable financial advice in Fremont.
1. Guilliatt & Associates Financial Services
Guilliatt & Associates Financial Services offers expert financial advising and planning in Fremont, with a focus on helping clients manage their Individual Retirement Accounts (IRAs), Rollover IRAs, and other tax-qualified accounts.
Mike Guilliatt’s clients are drawn to his extensive experience and expertise. With over three decades in financial services, Mike holds multiple professional designations, including Certified Financial Planner (CFP®), Certified Estate and Trust Specialist (CES™), and Chartered Financial Consultant (ChFC®).
Having a knowledgeable advisor like Guilliatt & Associates Financial Services can make a significant difference. They offer comprehensive services, an unbiased and conservative philosophy, and a clear financial roadmap to help you reach your goals.
Their independent advice is based on a thorough analysis of your assets, needs, goals, and risk tolerance. Without ties to specific financial products, Guilliatt & Associates Financial Services can find the best solutions for your unique situation, ensuring that you stay on track to achieve your financial objectives.
Guilliatt & Associates Financial Services
630 N D Street
Fremont, NE 68025
Phone: (402) 727-4845
americaniraadvisor.com
2. RetirePath Advisors
RetirePath Advisors is one of the top financial advisors in Fremont, Nebraska that offers personalized financial advising and planning services. Their planning-based process is rooted in getting to know you, allowing them to create a customized financial plan that evolves to provide the best possible client experience.
Their services include wealth management, retirement planning, tax efficiency, estate planning, and risk management. The team at RetirePath Advisors is dedicated to building a plan with you, providing peace of mind in retirement, and always serving in your best interest.
At RetirePath Advisors, you’ll be treated like family, welcomed into a firm with a comfortable, small-town feel. The firm partners with the Thrivent Advisor Network, giving clients access to cutting-edge investments found in larger firms, combining the best of both worlds.
RetirePath Advisors has built a solid reputation based on trust, transparency, objective advice, and a high level of care. This commitment to clients sets them apart, ensuring that each individual receives the attention they deserve.
RetirePath Advisors
419 Judy Drive
Fremont, NE 68025
Phone: (402) 721-1762
retirepathadvisors.com
3. Bixby Financial Services
Bixby Financial Services specializes in retirement and income planning for both pre and post-retirement clients. With over 25 years of experience, JJ Bixby and his team are dedicated to helping individuals and businesses pursue their financial goals through personalized service and expert advice.
Bixby Financial Services is committed to building lasting relationships, providing personalized service, and helping clients achieve a secure financial future. This earned them a spot as one of the top financial planning firms in Fremont.
The services at Bixby Financial Services include tax planning, college plans, estate planning, profit-sharing plans, and retirement distribution plans.
JJ Bixby, the firm’s President, holds the designations of CRPC and RICP and is licensed to offer a range of investment and insurance products. His team, including Sarah Brandt and Bradyn Snell, who hold Series 7 and Series 66 securities licenses, provide comprehensive assistance with securities transactions.
Bixby Financial Services
535 North Park Avenue
Fremont, NE 68025
Phone: (402) 727-0672
bixbyfinancialservices.com
4. Erickson & Brooks
Established in 1946, Erickson & Brooks is a well-respected financial advisor and planner in Fremont, Nebraska, known for its dedication to comprehensive accounting and related services.
The range of services at Erickson & Brooks covers traditional accounting needs, but the firm also covers specialized services like estate planning and budget preparation.
Erickson & Brooks caters to a diverse clientele, including individuals, corporations, LLCs, partnerships, government subdivisions, and non-profit organizations.
Its strength lies in its team of experienced professionals who are committed to quality and personalized service. The firm invites clients to meet their skilled staff and experience the exceptional service that has been their hallmark for decades.
Erickson & Brooks
2195 North Broad Street
Fremont, NE 68025
Phone: (402) 721-3454
eb-cpa.com
5. The Walnut Hill Advisors
The Walnut Hill Advisors, although based in Elkhorn, Nebraska, is a top financial advisory firm also recognized for its excellence in Fremont. Its mission is to help clients achieve their financial goals through tailored recommendations and clear, straightforward advice.
Since 2000, the team at The Walnut Hill Advisors has been committed to understanding each client’s unique needs, offering personalized solutions for wealth building, retirement planning, business succession, and family financial planning.
With extensive personal and professional experience, each associate at The Walnut Hill Advisors is dedicated to continual learning to better serve their clients. They take the time to get a complete view of their client’s financial situations, asking focused questions to understand future goals.
The dedication of The Walnut Hill Advisors extends beyond their clients to the community, actively supporting various local organizations. One notable involvement is with Families Together, a group providing temporary child care for parents working to stabilize their lives.
The Walnut Hill Advisors
18205 Capitol Avenue, Suite 300
Elkhorn, NE 68022
Phone: (402) 401-2312
thewalnuthilladvisors.com
6. Koley Financial
Koley Financial is based in Elkhorn, Nebraska but it’s still considered a top-notch financial advisory firm in Fremont. It was founded by Benjamin Koley, an Arlington native and a Bellevue University business administration graduate. Since joining the financial services industry in 2004, Benjamin has been dedicated to helping individuals create sound retirement strategies.
Specializing in personalized, hands-on service, Koley Financial takes the mystery out of investing, insurance, estate conservation, and wealth preservation. The firm understands the modern challenges of retirement, particularly the fear of outliving one’s savings.
Koley Financial prioritizes long-term, trusting relationships with clients, emphasizing open communication and addressing individual concerns. It’s committed to understanding clients’ needs, wants, and long-term goals, developing and monitoring strategies tailored to each unique situation.
Koley Financial is also dedicated to assisting the deaf community in managing wealth and planning for retirement, offering services from a licensed sign language interpreter to ensure comprehensive support.
Koley Financial
2710 North Main Street
Elkhorn, NE 68022
Phone: (402) 827-5547
koleyfinancial.com
7. Parker Financial Associates
Parker Financial Associates stands out as an exceptional financial advisory firm for Fremont residents. Founded on principles of integrity, hard work, and kindness, Parker Financial specializes in assisting clients who are in, nearing, or planning for retirement.
Robbie Stapleton, the owner and a seasoned financial advisor, brings a unique background to the firm, rooted in his family’s entrepreneurial spirit. Growing up, Robbie helped run a family business that served pizzas from an old school bus to small towns in South Dakota and Nebraska. This innovative approach to business, coupled with Robbie’s passion for finance, laid the groundwork for Parker Financial Associates.
The firm operates as a fiduciary asset manager, ensuring that every financial plan is tailored to meet the specific needs and goals of each client. Parker Financial Associates provides a comprehensive toolkit for wealth building, making complex financial concepts accessible and easy to understand.
The team at Parker Financial Associates is dedicated to continuous learning, offering educational seminars on topics ranging from Social Security planning to the benefits of early investing.
Parker Financial Associates
1315 North 205th Street
Elkhorn, NE 68022
Phone: (531) 999-1732
parkerfinancial.com
8. Clark Wealth Strategies
Clark Wealth Strategies, based in Elkhorn, Nebraska, is dedicated to providing top-tier financial advisory and planning services even in Fremont. Recognizing the busy lives of their clients—filled with family, work, and charitable commitments—Clark Wealth Strategies steps in to manage complex financial and investment affairs with expertise and independence.
The services at Clark Wealth Strategies span retirement, investment, estate planning, insurance, and lifestyle management. What sets this firm apart is its core principles: Trust, Integrity, Accountability, and Transparency. These values form the bedrock of their wealth management process, ensuring clients receive the utmost care and attention at every life stage.
Operating under the Fiduciary Standard, Clark Wealth Strategies has a legal duty to prioritize clients’ interests, act with loyalty and care, and maintain full transparency. As an independently registered investment advisory firm, the team is aligned with their clients, sharing in their successes.
Clark Wealth Strategies
1918 North 203rd Street
Elkhorn, NE 68022
Phone: (402) 504-3531
clarkwealthstrategies.com
9. Justin M Jelkin – Edward Jones
Justin M. Jelkin, a financial advisor with Edward Jones in Fremont, Nebraska, is dedicated to understanding his clients’ goals before they invest. He believes that knowing what you’re working towards is crucial to creating a tailored investment strategy. By assessing your comfort level with risk, Justin Jelkin ensures that your financial plan is balanced and aligned with your long-term objectives.
Whether you’re preparing for retirement, saving for your children’s or grandchildren’s education, or securing the financial future of your loved ones, this top Fremont financial advisor works closely with you to develop specific strategies to achieve these goals.
He regularly monitors your progress to keep you on track and makes adjustments as needed, always providing top-notch client service.
Justin Jelkin leverages the support of thousands of colleagues and advanced technology at Edward Jones to offer the most up-to-date and comprehensive guidance. He also collaborates with your attorney, accountant, and other trusted professionals to create a holistic strategy that incorporates diverse expertise.
Justin M Jelkin – Edward Jones
124 East 6th Street
Fremont, NE 68025
Phone: (402) 721-4751
edwardjones.com/us-en/financial-advisor/justin-jelkin
10. Jaime M Luebbe, CFP – Edward Jones
Jaime M. Luebbe, CFP, is a distinguished financial advisor with Edward Jones in Fremont, Nebraska. With over 20 years of experience in various roles within the financial industry, Jaime brings a wealth of knowledge and a unique perspective to her clients. At Edward Jones, Jaime M. Luebbe focuses on serving the financial needs of individual investors, valuing personal relationships and a deep understanding of each client’s unique financial situation.
One of the best wealth advisors in Fremont, Jaime M. Luebbe believes in treating clients the way she would want to be treated, a principle that guides her in today’s complex financial landscape. Her branch office administrator, Joan, works alongside her to ensure that clients receive the highest level of service possible.
Jaime’s expertise includes retirement savings, wealth planning, and estate and legacy planning. She takes a solutions-based approach tailored to each client’s goals, ensuring personalized and exceptional service.
Jaime’s commitment extends beyond her professional life; she and her husband, Eric, are actively involved in their community and enjoy volunteering at various local organizations.
Jaime M Luebbe, CFP – Edward Jones
1156 East 16th Street
Fremont, NE 68025
Phone: (402) 919-7030
edwardjones.com/us-en/financial-advisor/jaime-luebbe
Note:
The team behind this list of the top 10 wealth advisors in Fremont, Nebraska, believes that informed people make wise decisions by educating themselves about their upcoming choices.
We hope this guide has made you more knowledgeable about selecting a financial advisor that fits your specific needs.
We aim to provide up-to-date information to assist you in making informed decisions about hiring financial planners in Fremont. We trust you found the provided information useful and that it helped you explore your options for financial advisors in the area.
Please note that the content provided does not constitute professional advice and should not be the sole basis of any actions taken or not taken. It is crucial to perform your own analysis based on your personal circumstances before making any investment.
Always consult your own investment, financial, tax, and legal advisors. By using this information, readers agree to indemnify and hold harmless the information providers from any liability, losses, claims, demands, disputes, damages, or costs of any kind.
Searching for an Established Business Broker in Fremont, Nebraska?
Peterson Acquisition is known as the No. 1 business broker Fremont, Nebraska, with its exceptional services, proven history of success, and solid reputation. The brokerage firm has established a dependable foundation of trust and reliability.
Led by Chad Peterson, the experienced team at Peterson Acquisition is always available to answer questions and discuss potential partnerships.
Armed with extensive knowledge and expertise, Peterson Acquisition is adept at managing the complexities of the business environment and equipped with the tools to help you succeed. If you’re interested in learning more about their services, please don’t think twice about contacting Chad Peterson.
Your Local Peterson Acquisitions Business Broker in Fremont
- David Peterson
- 402-690-5585
- david@petersonacquisitions.com
- 1299 Farnam St Suite 300 - #3022, Omaha, NE 68102
David represents the following communities for Peterson Acquisitions:
ABIE, AKRON, ALLEN, ALTA, ALTON, ALVO, AMES, ANTHON, ARCHER, ARION, ARLINGTON, ARTHUR, ASHLAND, ASPINWALL, ATLANTIC, AUBURN, AURELIA, AVOCA, BANCROFT, BATTLE CREEK, BEDFORD, BEEMER, BELDEN, BELLEVUE, BELLWOOD, BENNINGTON, BLAIR, BLANCHARD, BLENCOE, BOYS TOWN, BRADDYVILLE, BRAINARD, BRAYTON, BROCK, BRONSON, BROWNVILLE, BRUNO, BRUNSVILLE, CALUMET, CARBON, CARROLL, CARSON, CARTER LAKE, CASTANA, CEDAR BLUFFS, CEDAR CREEK, CERESCO, CHARTER OAK, CHEROKEE, CLARINDA, CLARKSON, CLEARWATER, CLEGHORN, CLIMBING HILL, COIN, COLERIDGE, COLLEGE SPRINGS, COLON, COLUMBUS, CONCORD, CORNING, CORRECTIONVILLE, COUNCIL BLUFFS, CRAIG, CRESCENT, CRESTON, CUMBERLAND, CUSHING, DAKOTA CITY, DANBURY, DAVID CITY, DAWSON, DECATUR, DEFIANCE, DELOIT, DENISON, DIXON, DODGE, DOW CITY, DUNBAR, DUNLAP, EAGLE, EARLING, EARLY, ELK HORN, ELKHORN, ELLIOTT, ELMWOOD, EMERSON, ESSEX, FALLS CITY, FARRAGUT, FORDYCE, FORT CALHOUN, FREMONT, GALVA, GLENWOOD, GRANT, GRANVILLE, GRAVITY, GREENWOOD, GRETNA, GRISWOLD, HADAR, HAMBURG, HANCOCK, HARLAN, HARTINGTON, HASTINGS, HENDERSON, HERMAN, HINTON, HOLSTEIN, HOMER, HONEY CREEK, HOOPER, HORNICK, HOSKINS, HOSPERS, HOWELLS, HUBBARD, HUMBOLDT, HUMPHREY, IDA GROVE, IMOGENE, IRETON, IRWIN, ITHACA, JACKSON, JOHNSON, JULIAN, KENNARD, KIMBALLTON, KINGSLEY, KIRKMAN, KIRON, LA VISTA, LARRABEE, LAUREL, LAWTON, LE MARS, LEIGH, LEWIS, LINDSAY, LINN GROVE, LINWOOD, LITTLE SIOUX, LOGAN, LORTON, LOUISVILLE, LYONS, MACEDONIA, MACY, MADISON, MAGNOLIA, MALMO, MALVERN, MANILLA, MANLEY, MAPLETON, MARCUS, MARNE, MASKELL, MAURICE, MC CLELLAND, MEAD, MEADOW GROVE, MEMPHIS, MERIDEN, MERRILL, MINDEN, MINEOLA, MISSOURI VALLEY, MODALE, MONDAMIN, MOORHEAD, MORSE BLUFF, MOVILLE, MURDOCK, MURRAY, NEBRASKA CITY, NEHAWKA, NELIGH, NEMAHA, NEOLA, NEW MARKET, NEWCASTLE, NEWMAN GROVE, NICKERSON, NODAWAY, NORFOLK, NORTH BEND, NORTHBORO, OAKDALE, OAKLAND, ODEBOLT, OFFUTT AFB, OMAHA, ONAWA, ORANGE CITY, OTO, OTOE, OYENS, PACIFIC JUNCTION, PANAMA, PAPILLION, PAULLINA, PENDER, PERCIVAL, PERSIA, PERU, PETERSON, PIERCE, PIERSON, PILGER, PISGAH, PLATTE CENTER, PLATTSMOUTH, PONCA, PORTSMOUTH, PRAGUE, PRIMGHAR, QUIMBY, RANDOLPH, RED OAK, REMBRANDT, REMSEN, RICKETTS, RIVERTON, ROCK PORT, RODNEY, ROGERS, ROSALIE, RULO, SAINT HELENA, SALEM, SALIX, SCHALLER, SCHLESWIG, SCHUYLER, SCRIBNER, SERGEANT BLUFF, SHAMBAUGH, SHELBY, SHENANDOAH, SHUBERT, SIDNEY, SILVER CITY, SIOUX CITY, SIOUX RAPIDS, SLOAN, SMITHLAND, SNYDER, SOLDIER, SOUTH BEND, SOUTH SIOUX CITY, SPRINGFIELD, ST COLUMBANS, STANTON, STELLA, STORM LAKE, SUTHERLAND, SYRACUSE, TABOR, TALMAGE, TEKAMAH, THURMAN, THURSTON, TILDEN, TREYNOR, TRUESDALE, UEHLING, UNADILLA, UNDERWOOD, UNION, UTE, VAIL, VALLEY, VALPARAISO, VERDON, VILLISCA, WAHOO, WAKEFIELD, WALNUT, WALTHILL, WASHINGTON, WASHTA, WATERBURY, WATERLOO, WATSON, WAYNE, WEEPING WATER, WEST POINT, WESTBORO, WESTFIELD, WESTON, WESTPHALIA, WESTSIDE, WHITING, WINNEBAGO, WINSIDE, WINSLOW, WISNER, WOODBINE, WYNOT, YORKTOWN