Plains Advisory LLC

Plains Advisory LLC is a Nebraska‑registered, single‑advisor independent investment adviser that provides discretionary asset management, written financial planning, one‑time and as‑needed consulting, and public education workshops. The firm reports approximately $28.9 million in discretionary assets under management as of December 31, 2025, and serves individuals, high‑net‑worth clients, and trusts.

The firm’s investment approach emphasizes long‑term, value‑oriented stock selection combined with tactical and strategic asset allocation, and portfolios are tailored to each client’s objectives and risk tolerance with the ability for clients to impose reasonable restrictions. For clients seeking a more passive solution or smaller accounts, Plains Advisory may recommend a sub‑advisory relationship through the Betterment For Advisors wrap‑fee platform, and the firm uses approved AI note‑taking tools (with human review) to support client meeting records.

Distinctive features noted in the brochure include the firm’s use of a third‑party wrap‑fee sub‑advisor program via Betterment and its provision of educational seminars and workshops to the public and organizations, both of which are less common among similar solo independent advisers. The brochure also discloses operational arrangements—such as custodial and platform recommendations, receipt of non‑monetary services from platform providers, and potential conflicts related to rollovers and third‑party services—that prospective clients should review when evaluating the advisory relationship.