The Premier Advisory Group, LLC logo

The Premier Advisory Group, LLC

Updated today

Client assets under management

$0

Clients

570

0% high-net worth

Advisors

4

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

143

Very High

Average account size

$0

About

The Premier Advisory Group is a team‑based registered investment adviser that provides fee‑based financial planning, educational seminars, and referral services to individual clients and, per its brochure, high‑net‑worth clients. The firm conducts initial evaluations (net‑worth and risk analyses) and delivers written financial plans and periodic reviews to clients.

Rather than directly managing client assets, the firm acts as a liaison to third‑party money managers, assisting with paperwork, ongoing client communication, and review of custodial statements; it does not custody assets, execute trades for client accounts, or exercise discretionary trading authority. Financial planning is delivered on a fixed‑fee basis and account reviews of third‑party managed portfolios are performed on a quarterly or more frequent basis when warranted.

What distinguishes this firm from many peers is its outside industry affiliations and referral‑based model: senior principals are active insurance producers and hold ownership in a real‑estate brokerage, and the firm receives referral and incentive compensation from a specific third‑party manager (all disclosed in the brochure). The combination of those outside business activities, the firm’s role of referring rather than directly managing portfolios, and its practice of not voting client proxies are atypical features for a team adviser.

Client services

Selection of other advisers

Expertise

General estate planning guidance General tax planning Wealth management Active portfolio management

Fee options

Fixed

Financial planning fee negotiable flat fee between $250 and $2,000.

Percentage

$0+: Strategic Portfolio: 2.00% annually (1.00% GI + 1.00% Advisor) $0+: Tactical Portfolio: 1.80% annually (0.80% GI + 1.00% Advisor) $0+: Allocation & Defined Outcome Portfolios: 1.70% annually (0.70% GI + 1.00% Advisor) $0+: Preservation Portfolios: 1.00% annually (0.40% GI + 0.60% Advisor) $0+: Private Wealth Portfolios: 1.50% annually (0.50% GI + 1.00% Advisor) $0+: Client Directed Accounts: $300 annually (flat fee)

Other

Minimum fee: Financial Planning Services flat fee between $250 and $2,000 based on complexity and client needs. Fee-only: Financial planning fixed fees ($250-$2,000); Third party money manager fees based on asset tiers.

Main office location

The Premier Advisory Group, LLC

11910 Stonegate Drive, \

Omaha NE 68164, United States

Number of offices

1

Most active in

Iowa · Nebraska · New Mexico · Texas

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

William K

Series 63, Series 65

Omaha, NE

The Premier Advisory Group, LLC

William Kizer is a financial advisor with The Premier Advisory Group, LLC in Omaha, NE, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has worked with The Premier Advisory Group and The Premier Group since 2017 and has been principal of William Kizer & Associates since 2016. Outside of advisory work, he is also active as an insurance agent. The Premier Advisory Group offers fee-based financial planning, educational seminars, and referral-based advisory services primarily to individual clients. The firm focuses on fixed flat fees for planning and refers clients to third-party money managers while providing liaison services and financial reviews without exercising discretionary trading authority.

General estate planning guidance General tax planning Wealth management Active portfolio management
user avatar

William A

Series 65

Omaha, NE

The Premier Advisory Group, LLC

William Altman is a Series 65-licensed financial advisor with The Premier Advisory Group, LLC in Omaha, Nebraska, bringing 11 years of industry experience. He has been with The Premier Advisory Group since 2014 and is also involved with TPG Properties, LLC. Outside of advisory work, Altman is an owner and agent in an insurance agency affiliated with The Premier Group, LLC. The Premier Advisory Group provides fee-based financial planning and referral-based advisory services to individual clients. The firm does not manage client portfolios directly but refers clients to third-party money managers while assisting with account paperwork, statement reviews, and ongoing communication.

General estate planning guidance General tax planning Wealth management Active portfolio management
user avatar

Andrew G

Series 63, Series 66

Omaha, NE

The Premier Advisory Group, LLC

Andrew Galvin is a financial advisor with The Premier Advisory Group, LLC in Omaha, NE, holding Series 63 and Series 66 licenses and seven years of industry experience. His career includes roles at Stifel Nicolaus & Co Inc, TD Ameritrade, and Erickson Sederstrom. Outside of financial advising, he is involved in insurance sales and services through The Premier Group, LLC. The Premier Advisory Group provides fee-based financial planning and referral-based advisory services to individual clients, focusing on fixed flat fees rather than managing client assets directly. The firm refers clients to third-party money managers and coordinates client communications without exercising discretionary trading authority.

General estate planning guidance General tax planning Wealth management Active portfolio management
user avatar

Jake B

Series 65

Omaha, NE

The Premier Advisory Group, LLC

Jake Blach is a financial advisor at The Premier Advisory Group, LLC in Omaha, NE, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Gallup, Inc. and Union Pacific, as well as a decade as a full-time student. The Premier Advisory Group offers fee-based financial planning and referral-based advisory services to individual clients, focusing on fixed flat fees for plans and coordinating with third-party money managers rather than managing client portfolios directly.

General estate planning guidance General tax planning Wealth management Active portfolio management
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