Fee-only adviser · Omaha, NE
Adaptive Advice, LLC
Adaptive Advice, LLC is a fee-only investment adviser registered with the securities regulators of Louisiana, Nebraska, with its main office in Omaha, Nebraska. On its latest Form ADV, filed July 17, 2026, it reports $8.3M in regulatory assets under management, 18 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Louisiana, Nebraska |
|---|---|
| Firm CRD number | 310529 |
| Office | 444 Regency Parkway Drive Suite 201 Omaha, NE 68114 |
| Phone | (402) 281-2486 |
| Website | adaptiveadvice.com |
| Regulatory assets under management | $8.3M |
| Individual clients | 13 non-high-net-worth, 5 high-net-worth |
| Financial planning clients | 11-25 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Educational seminars |
| Employees | 4 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | July 17, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Omaha
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- Bridges Investment Management Inc $11.3B
- Keystone Financial Services, LLC $240M
- Arkfeld Wealth Strategies, L.L.C. $538M
- Lutz Financial $3.2B
- Stevens Capital Partners $810M
See all 32 fee-only advisers in Omaha →
Nearby
- Lavista 1 firm
- Louisville 1 firm
- Blair 1 firm
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