Christian Classen
Advisor at 402 Financial
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Fee options
Project-Based Financial Planning fixed fees range from $1,000 to $5,000; initial fee for ongoing planning $1,000 to $2,000; ongoing planning monthly fixed fees $175 to $500.
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.90% $5,000,001 - $10,000,000: 0.80% $10,000,000+: 0.70%
Project-Based Financial Planning hourly rate $150 per hour.
Fee-only: Investment Management fees based on tiered percentage of assets under management; ongoing financial planning fees $175 to $500 per month fixed; project-based financial planning fixed fees $1,000 to $5,000 or hourly rate $150/hour.
Work history
Yellow Finch, LLC dba 402 Financial, LLC
2024 - Present (2 years)
Plan A Wealth, LLC
2021 - 2024 (3 years)
Spectrum
2020 - 2020 (1 year)
CostCo
2019 - 2020 (1 year)
STUDENT
2018 - 2019 (1 year)
Parkers Smokehouse
2017 - 2018 (1 year)
Hy-vee
2015 - 2018 (3 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Joe F
CFP®
Lincoln, NE
402 Financial
402 Financial is a fee-only financial advisor firm serving Lincoln, NE and surrounding areas, founded by Christian Classen and Joseph Fowler, CFP®. We specialize in retirement planning. We started 402 because we were tired of "financial advisors" who made their living selling annuities and expensive mutual funds, without adding any value to the clients they claimed to serve. Our process goes beyond investments; we focus on minimizing your lifetime tax bill and enabling you to give to the charities you love.
Jack E
CFP®, Series 66
Lincoln, NE
Edward Jones
Mark C
Series 66
Lincoln, NE
Edward Jones
Craig B
Series 66
Lincoln, NE
Edward Jones
Bethany A
CFP®, Series 66
Lincoln, NE
Edward Jones
Megan G
ChFC®, Series 66
Lincoln, NE
Edward Jones
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