Well Advised, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$5,700,000
Clients
31
0% 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
31
TypicalAverage account size
$183,871
About
Well Advised provides discretionary asset management and related financial planning services to individuals and high-net-worth clients, managing portfolios that may include mutual funds, ETFs, privately managed accounts and unified managed accounts. The firm also operates on the AssetMark platform for certain account types and may complete financial plans at no additional cost to clients.
Portfolios are tailored to each client’s documented goals, time horizon and risk tolerance, and the firm uses a mix of fundamental analysis, technical analysis and charting while conducting quarterly reviews. Well Advised may engage third‑party managers through the AssetMark platform and permits clients to impose written investment restrictions on their accounts.
The firm’s brochure discloses that the principal also serves as a licensed insurance agent and owner of affiliated insurance businesses, devoting roughly 30% of his time to those activities and receiving separate commission compensation; this relationship and its conflicts are disclosed and described as mitigated by fiduciary obligations and client choice. The brochure also notes a recent material change updating assets under management, the firm’s use of AssetMark Trust Company custody for accounts, and that Well Advised generally does not vote client proxies.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Wealth management
Fee options
$0 - $250,000: 1.10% $250,001 - $500,000: 1.00% $500,001 - $1,000,000: 0.90% $1,000,001 - $2,000,000: 0.80% Over $2,000,000+: Negotiable
Main office location
Well Advised, LLC
1055 N 115 St, Ste 204
Omaha NE 68154, United States
Number of offices
1
Most active in
Well Advised, LLC has reported serving >5 clients in these states in the last 12 months.
Iowa · 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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