Plains Advisory LLC fees and pricing
Financial planner in Grand Island, Nebraska. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 11, 2026, Plains Advisory LLC charges $300 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 11, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“An hourly fee of $300 per hour is charged by Plains Advisory for financial planning services under this arrangement.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Plains Advisory LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are prorated (based on the number of days service is provided during the initial billing period) for your account opened at any time other than the beginning of the billing period.”
- “If asset management services are commenced in the middle of a billing period, the prorated fee for the initial billing period is billed in arrears at the same time as the next full billing period’s fee is billed.”
- “Fees are charged based on a percentage of assets under management, billed in arrears (at the end of the billing period) on a quarterly calendar basis and calculated based on the average daily balance of the billing period.”
How Plains Advisory LLC’s fees compare
- Its hourly rate of $300 is above the Nebraska median of $250. 56% of the 32 other Nebraska planners that publish an hourly rate charge less.
- 2 of the 2 other planners in Grand Island that publish an hourly rate charge less.
About Plains Advisory LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2019 (7 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
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
- 52
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops
- Assets managed
- $28,878,556
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 300110
- Phone
- (308) 210-7071
Other planners in Grand Island that publish fees
- Brokerage SpecialistsGrand Island$185/hr
- Fit WealthGrand Island$1,500-$30,000
- Spiehs Wealth Management, Inc.Grand Island$200/hr
- 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
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.