Arkfeld Wealth Strategies, L.L.C. logo

Arkfeld Wealth Strategies, L.L.C.

Updated today

Total assets under management

$537,974,000

Total clients

937

14% high-net worth

Total advisors

5

of 8 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

187

Average account size

$574,145

About

Arkfeld Wealth Strategies provides investment advisory and financial planning services to individuals, families, businesses, and retirement plans, offering both discretionary and non‑discretionary portfolio management as well as project‑oriented and ongoing financial planning and retirement plan consulting. As of December 31, 2025, the firm reported managing about $538 million for roughly 937 clients and may delegate investment management to outside sub‑advisers in certain engagements.

The firm’s investment approach is grounded in modern portfolio theory and seeks to build globally diversified portfolios using fundamental security analysis alongside market trend and economic‑cycle analysis; common vehicles include mutual funds, ETFs, and individual securities, and the firm may also employ private or illiquid investments, margin, and options where appropriate. Client portfolios and planning engagements are tailored to individual risk profiles and objectives, with fee arrangements varying by service type (investment management, advisory, financial planning, and retirement plan services).

Noteworthy aspects of the firm’s practice include its principals’ involvement in affiliated businesses: the owner operates an insurance agency (Capital Insurance, LLC) and is a managing member of a real estate entity (4141, LLC) in which some clients have purchased minority ownership interests, creating potential conflicts of interest that are disclosed in the brochure. The firm also receives compensation for consulting engagements with financial institutions, maintains a platform relationship with Mutual Securities, Inc., and discloses that it does not vote client proxies, all of which distinguish its operational arrangements from many peers.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Occupation focus

Founder/Business Owner Executive

Fee options

Fixed

Financial planning services charged at fixed fees quoted in advance, based on complexity

Commissions

Insurance products placed through associated persons may generate standard and customary insurance commissions

Other

Minimum fee: Minimum of $500 annually for investment management services; Minimum of $1,000 annually per plan for retirement plan services Fee-only: Advisory services fees generally range from 0.25% to 2.00%, fixed fees for financial planning quoted in advance based on complexity, negotiable

Main office location

Arkfeld Wealth Strategies, L.L.C.

3512 N. 163 Rd Plaza

Omaha NE 68116, United States

Number of offices

1

Most active in

Arizona · California · Florida · Iowa · Kansas · Missouri · Nebraska · South Dakota · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")