Lexus Wealth Management

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Client assets under management

$42,263,886

Clients

279

3% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$151,483

About

Lexus Wealth Management serves individual and high‑net‑worth clients as well as institutional types such as banks, pension plans, trusts, and corporations, managing approximately $42.3 million for about 279 clients through a three‑advisor team. The firm offers discretionary portfolio management, written financial planning, retirement rollover advice, and consultation/speaking engagements for both clients and non‑clients.

The firm develops an individualized Investment Profile for each client and applies a mix of fundamental, technical and modern portfolio theory approaches, emphasizing strategic asset allocation, periodic rebalancing, and tailored adjustments for special situations (e.g., low‑basis stock or business interests). Managed accounts are actively monitored with at least quarterly reviews, and trades are implemented through an institutional platform described in the brochure.

Several disclosures distinguish Lexus from many peers: the brochure notes a prior regulatory matter from 2014 that resulted in a FINRA suspension, fines, and a state‑imposed educational requirement, an uncommon disclosure for firms in this category. Lexus also offers paid educational seminars and speaking engagements (with fees described in the brochure) and discloses that its advisers are licensed to sell insurance products and may receive commissions for those sales, a potential conflict of interest it describes and addresses in its policies.

Client services

Financial planning Portfolio management Educational seminars or workshops

Expertise

General retirement planning Income planning Annuities Options & derivatives strategies

Fee options

Fixed

Financial planning services and consultation/speaking engagements offered under fixed fee arrangements

Percentage

$0 - $500,000: 1.75% $500,001 - $1,000,000: 1.50% $1,000,001 - $2,000,000: 1.25% $2,000,001 - $5,000,000: 1.00% $5,000,001+: 0.75%

Other

Fee-only: Financial planning services fixed fees ranging from $700 to $20,000; consultation and speaking engagements fixed fees ranging from $200 to $20,000

Main office location

Lexus Wealth Management

11422 Miracle Hills Dr. Suite 408

Omaha NE 68154, United States

Number of offices

Most active in

Georgia · Illinois · Nebraska · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook Website 402-454-7222

Advisors at this firm

Barrett C

Series 63, Series 66

Lawrenceville, GA

Lexus Wealth Management

Barrett Carter is a financial advisor at Lexus Wealth Management with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at EverGreen Capital Management, Inc. and Bank of America, N.A. Lexus Wealth Management serves individual and high-net-worth clients as well as institutional clients, managing approximately $42.3 million for about 279 clients through a three-advisor team. The firm provides discretionary portfolio management, financial planning, retirement rollover advice, and consultation services, using a mix of fundamental, technical, and modern portfolio theory approaches with active account monitoring and tailored investment strategies.

General retirement planning Income planning Annuities Options & derivatives strategies

Earl J

Series 66

Omaha, NE

Lexus Wealth Management

Earl Johnson is a financial advisor at Lexus Wealth Management with 25 years of industry experience. He holds a Series 66 designation and previously worked at EverGreen Capital Management for 11 years before joining Lexus Wealth Management in 2023. Lexus Wealth Management serves individual, high-net-worth, and institutional clients, managing approximately $42.3 million for about 279 clients. The firm uses a combination of fundamental, technical, and modern portfolio theory approaches, focusing on strategic asset allocation and tailored investment profiles.

General retirement planning Income planning Annuities Options & derivatives strategies

Charles C

Series 63, Series 65

Olympia Fields, IL

Lexus Wealth Management

Charles Clemons is a financial advisor with Lexus Wealth Management, holding Series 63 and Series 65 licenses and 17 years of industry experience. He previously worked at EverGreen Capital Management for nine years and has been involved in insurance sales through various carriers since 2009. Lexus Wealth Management serves individual, high-net-worth, and institutional clients, managing approximately $42.3 million across about 279 accounts. The firm employs a combination of fundamental, technical, and modern portfolio theory approaches, focusing on strategic asset allocation and regular portfolio reviews.

General retirement planning Income planning Annuities Options & derivatives strategies

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