Oldfather Financial Services
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$541,509,470
Total clients
427
7% high-net worth
Total advisors
4
of 5 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
107
Average account size
$1,268,172
Client services
Fee options
Fixed fees for financial planning services range between $500 to $10,000; fees are negotiable.
up to 1.50% annually
$250 per hour for financial planning and consulting services.
Fee-only: Oldfather Financial Services is a purely fee-only firm receiving no commissions or other compensation except from clients.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Oldfather Financial Services
2033 Central Ave
Kearney NE 68847, United States
Number of offices
1
Quick links
Advisors at this firm
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