Fee-only adviser · Lincoln, NE
Flagstone Financial Management, LLC
Flagstone Financial Management, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Lincoln, Nebraska. On its latest Form ADV, filed April 21, 2026, it reports $468M in regulatory assets under management, 347 individual clients and 5 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 | SEC-registered |
|---|---|
| Firm CRD number | 285484 · SEC file 801-108722 |
| Office | 5801 Hidcote DR. Ste 100 Lincoln, NE 68516 |
| Phone | (402) 413-0440 |
| Website | www.flagstonefm.com |
| Regulatory assets under management | $468M |
| Individual clients | 221 non-high-net-worth, 126 high-net-worth |
| Financial planning clients | 101-250 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting |
| Employees | 11 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | April 21, 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 Lincoln
- Pittenger & Anderson Inc $3.0B
- Bellwether Wealth $784M
- R2 Wealth Management Partners $236M
- Paradigm Wealth Management $116M
- Round Table Investment Strategies, LLC $107M
- MJB Financial Planning $60M
See all 9 fee-only advisers in Lincoln →
Nearby
- Seward 1 firm
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