Jonathan
Mcalister
Plan A Wealth, LLC
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About this Advisor
Jonathan Mcalister is a certified financial planner working in Lincoln, Nebraska with 2 years of relevant experience. Mcalister is on the advisory team at Plan A Wealth, LLC. During their career, the advisor has held roles at Asset Planning Corporation, Safe Home Security, Denton Water Works, Bicycles Plus, University Of North Texas, Liberty University, Student and Plan A Wealth, LLC. Mcalister has a Series 65 license, which qualifies them as an investment advisor representative, and is registered to advise clients in Nebraska. Plan A Wealth, LLC is a financial advisory company that has its headquarters in Lincoln, NE. It has $234 million in assets across its 1,393 accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. The firm provides services to two charitable organizations. Of its 1,393 customer accounts, 34% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advice typically depend on which services the firm provides the client. Fees billed by Plan A Wealth, LLC most likely are comprised of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Plan A Wealth, LLC Brokerage Details
$233,595,188
12
1,393
$167,692
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Jonathan Mcalister Work History
Jonathan has been registered as a financial advisor for 2 years.*
Plan A Wealth, LLC
Asset Planning Corporation
Safe Home Security
Denton Water Works
Liberty University
University Of North Texas
Bicycles Plus
Student
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jonathan Mcalister to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Plan A Wealth, LLC
Lincoln, NE
Lincoln, NE
Lincoln, NE
Lincoln, NE
Lincoln, NE
Lincoln, NE
Lincoln, NE
Lincoln, NE
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
