Find a Financial Advisor in Norfolk, NE

 

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We did the hard work of finding trustworthy partners in Norfolk, NE.

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We Only Work With The Best Norfolk Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Norfolk, NE


  • Financial Advisor Close to Norfolk, NE

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Norfolk, NE


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Norfolk, NE

We evaluated over 13,000 RIA firms to bring you the best of the best Norfolk financial advisors.
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How Retirement-Friendly is Norfolk, NE?

  • Population: 24,424
  • % of Population 62 Years and Over: 18.2%
  • Average Home Value: $149,400
  • Average Monthly Housing Cost: $748
  • Average Household Income: $66,092
  • Nebraska Total Tax Burden: 9.01% (14th Highest in U.S.)
  • Nebraska Property Tax: 3.77% (10th Highest in U.S.)
  • Nebraska Individual Income Tax: 2.30% (25th Lowest in U.S.)
  • Nebraska Sales and Excise Tax: 2.94% (15th Lowest in U.S.)



The Top Financial Advisor Firms in Norfolk, NE

 

MCMILL WEALTH INC

Website

(402) 371-1160

125 South 4th Street

Norfolk, NE 68701

SEC#: 801-64153
Years in Business: 16 years

WEALTH MANAGEMENT LLC

Website

(402) 371-1160

125 South 4th Street

Norfolk, NE 68701

SEC#: 801-65977
Years in Business: 15 years

COMMONWEALTH EQUITY SERVICES, LLC

Website

(402) 371-5511

3204 West Benjamin Ave
Suite 200
Norfolk, NE 68701

SEC#: 801-41541
Years in Business: 29 years

SILVERLEAF ADVISOR GROUP, LLC

Website

(402) 371-4262

100 North 34th Street
Suite F
Norfolk, NE 68701

SEC#: 801-108787
Years in Business: 4 years

HBE WEALTH MANAGEMENT, LLC

Website

(402) 379-9294

1314 Andrews Drive

Norfolk, NE 68701

SEC#: 801-119569
Years in Business: 1 years

EDWARD D. JONES & CO., L.P.

Website

(402) 371-1703

434 W Norfolk Ave

Norfolk, NE 68701

SEC#: 801-3297
Years in Business: 58 years

 


Norfolk, NE Financial Advisor FAQs

A good question with no simple answer. The best way to find a financial advisor is to speak with people you trust and who have experience with the advisor's working style. You can also do some research on their website, call them and interview them on the phone, and ask for references.
Financial advisors are generally found through friends, publications, professionals networks, and even using online applications.
There are many different ways to get paid for advising people on their money, but the most popular (and common) is by charging a percentage of assets. Advisors typically charge 1% or 2% of assets annually. The other type is an hourly fee, though it's rarer because clients can feel like they're paying twice since they pay advisors for advice and investment management services.
Financial advisors, along with their clients, formulate an investment plan by which the client can reach a specific goal. Common goals include retirement, college savings for children or grandchildren, or building wealth for business purposes. Financial advisors may specialize in insurance and investments to help construct a portfolio that matches a client's needs. They often have professional designations in one or more financial disciplines such as taxation law, certified public accountancy (CPA), or financial planning.