Fee-only adviser · Lincoln, NE
Hbe Wealth Management, LLC
Hbe Wealth 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 February 26, 2026, it reports $277M in regulatory assets under management, 258 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 | 128315 · SEC file 801-119569 |
| Office | 7140 Stephanie Lane Lincoln, NE 68516 |
| Phone | (402) 423-4343 |
| Website | hbewealth.com |
| Regulatory assets under management | $277M ($274M discretionary) |
| Individual clients | 185 non-high-net-worth, 73 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets |
| Services | Portfolio management, Selection of other advisers |
| Employees | 5 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | February 26, 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 charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- 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
- Flagstone Financial Management, LLC $468M
- Paradigm Wealth Management $116M
- Round Table Investment Strategies, LLC $107M
See all 9 fee-only advisers in Lincoln →
Nearby
- Seward 1 firm
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