402 Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$2,507,285
Total clients
9
0% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
5
Average account size
$278,587
Client services
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.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
402 Financial
Lincoln NE, United States
Number of offices
1
Forms ADV
Quick links
Advisors at this firm
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.
Christian C
Series 65
Lincoln, NE
402 Financial
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