Dan Stous, ​CFP® Flagstone Financial Management

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About Dan Stous, CFP®

When my wife and I were newlyweds before I was in the financial planning profession, we got some bad financial advice from a few different financial “advisors”. With little knowledge of how different compensation structures worked, we trusted in people who were really selling a product instead of providing fiduciary advice. Now, I help people avoid some of the same mistakes I made. As a fee-only planner, I work with clients to help them determine whether they’re on a path to meet their goals and form recommendations if they need to make some adjustments.

I’ve lived in Lincoln for nearly my entire life. I married my wife, Kate, in 2013. We have a toddler daughter who is both a ton of fun and a ton of work. We also have two Balinese cats named Neville and Luna after some of our favorite Harry Potter characters. I love traveling to new destinations and enjoy saving money on traveling by using points almost as much as I love traveling itself. I’m also passionate about good food, good drink, and good music. I’m also somewhat of a barbecue enthusiast – eating it, and making it. In fact, I’m writing this bio while in a 4-hour line for brisket at Franklin BBQ in Austin, Texas.

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Ideal Clients

  • Established Professionals
  • Gen X
  • Retirement Planning
  • Women in Transition

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Assets Under Management

Fee Options

  • Monthly fee: $191.23/mo (plus up-front fee of $2000)
  • Flat fee: $2500/project
  • Assets Under Management: 1.25% on the first $500k, 0.75% on the next $500k, and gets gradually smaller as the portfolio is larger

SEC Records

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