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Professional Financial Advisors, LLC

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Total assets under management

$614,113,385

Total clients

2,049

9% high-net worth

Total advisors

6

of 10 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

342

Average account size

$299,714

About

Professional Financial Advisors, LLC provides discretionary portfolio management, financial planning, retirement plan consulting, and related advisory services for individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, foundations, and other business entities. In addition to these common client types, the firm discloses relationships with banking or thrift institutions, insurance companies, and state or municipal government clients.

The firm delivers customized, continuously monitored investment management using a mix of mutual fund platforms, third‑party models and direct securities, and sponsors a wrap fee program that bundles portfolio management, trade execution and custody services. PFA reports roughly $614 million in assets under management across about 2,049 clients served by six advisors, yielding an unusually high client count per advisor for a team of this size.

PFA’s ownership and referral structure is notable: it is partly affiliated with accounting firm Dana F. Cole & Company, LLP and with Donna’s Office Service, LLC (a railroad retirement consulting firm), which creates closer integration with accounting and specialized retirement consulting than many peers. The firm also operates through seven offices and offers both wrap and non‑wrap management on platforms such as American Funds and Nationwide Advisory Solutions, combining a multi‑office footprint and specialized institutional relationships that distinguish its practice among team advisory firms.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Financial consulting services

Fee options

Fixed

Fixed fees up to $5,000 for broad-based financial planning services

Percentage

$0 - $999,999: 0.75% annually $1,000,000+: 0.50% annually

Commissions

Insurance commissions earned by certain associated persons who are licensed insurance agents, separate and in addition to advisory fees

Project-based

Up to $500 per hour for specific financial planning or consulting services

Other

Account minimum: $15,000 minimum for Nationwide Advisory Solutions platform accounts; no minimum account size required to establish an advisory relationship otherwise Fee-only: Fixed fees up to $5,000 for broad-based financial planning; hourly fees up to $500/hour for specific consulting services; negotiable portfolio management fees up to 1.60% AUM

Disclosures

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

Business activities & affiliations

Main office location

Professional Financial Advisors, LLC

1400 S Dewey St, Suite 300

North Platte NE 69101-5311, United States

Number of offices

7

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