Your Everyday ROI
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
The firm provides financial planning services to individuals, including high net worth clients, through ongoing subscription arrangements, project-based engagements, and hourly consultations. It operates as an advice-only planner and does not manage client assets, accept custody, or participate in wrap fee programs.
Its recommendations emphasize passive investment principles (including Modern Portfolio Theory) and may use fundamental analysis when advising on securities; clients receive written or electronic financial plans with annual reviews and ongoing monitoring. Implementation is client-directed: the firm may recommend mutual funds and ETFs but does not execute trades or steer clients to specific broker-dealers.
Noteworthy for its peer group, the firm uses hourly billing for planning engagements and does not charge a percentage-of-assets-under-management fee, a combination that is uncommon among firms classified as investment managers. The practice is a small, recently formed single-advisor advisory led by its principal/CCO and focuses on fee-for-service financial planning rather than asset management or custody.
Client services
Financial planning
Expertise
General retirement planning
College savings (529s, UTMA, etc.)
General estate planning guidance
Cash flow / budgeting
Debt management
Fee options
Fixed fee of $3,000 for project-based financial planning; $350 per month fixed fee for ongoing financial planning
$350 per hour for hourly financial planning
$350 per month for ongoing financial planning
Fee-only: Fixed monthly fee of $350 for ongoing financial planning; fixed fee of $3,000 for project-based financial planning; hourly fee of $350 per hour for hourly financial planning
Main office location
Your Everyday ROI
Howells NE, United States
Number of offices
1
Most active in
Your Everyday ROI has reported serving >5 clients in these states in the last 12 months.
Nebraska
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 not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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