Dan Stous, CFP® Flagstone Financial Management
- 5801 Hidcote Drive Suite 100, Lincoln, NE 68516
- (402) 413-0440
- qna.fgbhf@syntfgbarsz.pbz
- http://www.flagstonefm.com
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 and we recently had a baby girl. Our two Balinese cats are 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.
Ideal Clients
- Gen Y/Millennials
- Medical Professionals
- Parents
- University Employees
Ways Advisor Charges
- Monthly Fee
- Flat Fee
- Assets Under Management
Fee Options
- Monthly: $175/mo (plus up-front fee of $1000)
- Flat fee: $2500/project
- AUM: 1.25% for <$500k of assets
SEC Records
States Registered
- Nebraska
