Assets Under Management
$2.6B
Number of Clients
881
Number of Advisors
10
Average Client AUM
$3.0M
AUM per Advisor
$261.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
Lutz Financial offers discretionary and non-discretionary investment advisory services, financial planning, and retirement plan consulting. They primarily use mutual funds, individual bonds, and ETFs. Financial planning is offered on a stand-alone fee basis. The firm also offers an automated investment program.
13616 California Street, Suite 300, Omaha, NE, 68154-5336