Flagstone Financial Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 21, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,000

“Ongoing Fixed-Fee Financial Planning -- An initial fee of $2,000 will be collected up front, followed by ongoing fixed monthly charges.”

Monthly fee

$400/mo

“The minimum monthly fee is $400.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Flagstone Financial Management, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The annual fee is billed quarterly, in advance, based on the account value at the end of the previous billing period, and is deducted directly from your account.”
• “Fees are negotiable and can vary depending on the types of securities held in your account, complexity of your portfolio, your financial planning needs, and the time and effort necessary to advise and manage your account(s).”
• “If services are terminated within five business days of executing the agreement, services are terminated without penalty and a full refund of all fees paid in advance is provided.”

How Flagstone Financial Management, LLC’s fees compare

• Its flat or project fee of $2,000 is below the Nebraska median of $5,000. 16% of the 32 other Nebraska planners that publish a flat or project fee charge less.
• 4 of the 8 other planners in Lincoln that publish a flat or project fee charge less.

About Flagstone Financial Management, LLC

• Firm size: 11 employees.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2016 (10 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• College planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

347

Employees

11

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting

Assets managed

$467,767,160

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

285484

Website

facebook.com/flagstonefm (opens in new tab)

Phone

(402) 413-0440

Can advise clients in 4 states: Arizona, Colorado, Nebraska, Texas

Other planners in Lincoln that publish fees

• 402 FinancialLincoln$150/hr, $1,000⁠-⁠$5,000
• Alphaomega Wealth Management, LLCLincoln$500⁠-⁠$10,000, $150⁠-⁠$2,000/mo
• Alta Strada Wealth ManagementLincoln$400/hr, $50,000
• Capital Consulting & Asset ManagementLincoln$200⁠-⁠$400/hr
• Liberty Advisers Inc.Lincoln$75/hr, $750⁠-⁠$2,500
• MJB Financial PlanningLincoln$2,500, $4,375/qtr

Compare all 14 planners in Lincoln