Sequent Planning, LLC
Assets Under Management
$394.7M
Number of Clients
5,102
Number of Advisors
74
Average Client AUM
$77K
AUM per Advisor
$5.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Sequent Planning, LLC provides investment advisory services through IARs. Services include asset management, financial planning, and retirement plan services. Asset management involves ongoing supervision of investment accounts, potentially using third-party money managers. Financial planning covers various topics and is offered on a fixed or hourly fee basis. Retirement plan services are offered to plan sponsors and participants.
Fee Structure
Sequent Planning offers asset management services, financial planning services, and retirement plan services. Financial planning services are based on fixed fees or hourly fees. A limited-scope engagement is estimated to cost $500 and should take 2-4 hours to complete. The firm also receives solicitor fees from third-party money managers for client referrals.
Areas of Practice
Location
8420 West Dodge Road, Suite 110, Omaha, NE, 68114