ILS Financial, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$11,191,357
Clients
39
82% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
39
HighAverage account size
$286,958
About
The firm provides discretionary asset management, financial planning and consulting, and retirement-plan advisory services to individuals, high-net-worth clients and businesses. It operates as a solo-registered adviser serving a small client base and manages roughly $11.2 million in client assets.
Investment programs are built around client-specific goals, time horizons and risk tolerance using approaches such as Modern Portfolio Theory, tactical asset allocation and fundamental valuation signals, with the adviser authorized to trade on a discretionary basis and perform periodic account reviews. Financial planning is offered both as standalone plans and as ongoing subscription-style services with regular touchpoints for implementation and updates.
Notably, the firm offers ERISA retirement-plan consulting as a limited-scope 3(21) fiduciary — assisting with IPS development, monitoring investment options and participant education — a service that is uncommon among similar solo independent advisers. The lead adviser holds a CPWA credential and discloses an independent insurance practice and reservist duties as outside business activities; insurance recommendations may generate commissions and are disclosed with mitigation procedures.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
General retirement planning
Tax-loss harvesting
Income planning
Debt management
Fee options
Up to $3,000 flat fee for full financial plans
up to 1.0% annually (negotiable)
Commission compensation from insurance product sales by affiliated insurance agent
$300 per hour for financial planning consulting services
Ongoing financial planning fees: $4,800 annually (monthly plan), $3,000 annually (quarterly plan), $1,500 annually (semi-annual plan) paid monthly in advance
Fee-only: Hourly fees of $300 per hour for financial planning consulting services
Main office location
ILS Financial, LLC
10050 Regency Cir, Suite 533
Omaha NE 68114, United States
Number of offices
1
Most active in
ILS Financial, LLC has reported serving >5 clients in these states in the last 12 months.
Nebraska · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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