Plains Advisory LLC

RIAState Registered

Total AUM

$28.9M

Discretionary

$28.9M

100% of AUM

Avg account

$205K

Accounts

141

Employees

Advisory reps

Firm details

Headquarters: Grand Island, Nebraska
CRD number: 300110
Website: plainsadvisory.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals56.7%
HNWI43.3%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Plains Advisory LLC is an independently owned limited liability firm based in Nebraska that advises individual and family clients. The advisor operates as a capital allocator, offering financial planning, discretionary portfolio management for individuals and small businesses, manager selection, and educational seminars and workshops. Compensation is flexible: the firm charges a percentage of assets under management and also uses hourly and fixed-fee arrangements. Plains Advisory is not positioned as an ESG investor and does not describe itself as a multi-state or pension consulting adviser.