Homan Wealth Advisors, LLC

Homan Wealth Advisors, LLC, established in 2003, is a registered investment adviser based in Omaha, NE. Specializing in investment management services, the firm manages portfolios for individuals, trusts, foundations, businesses, and retirement plans. Homan Wealth Advisors utilizes a long-term investment strategy rooted in Modern Portfolio Theory, emphasizing asset allocation over market timing. The firm primarily recommends passive mutual funds and ETFs, with a focus on Dimensional Fund Advisors products. Clients may also hold individual equity securities and fixed income portfolios managed on a discretionary or nondiscretionary basis. The minimum account size for investment management services is $500,000, which may be negotiable. Fees are charged as a percentage of assets under management, ranging from 0.50% to 1.25%. Homan Wealth Advisors does not charge performance-based fees and acts as a fiduciary, prioritizing clients' best interests. The firm also provides retirement plan services, including investment analysis, participant education, and plan monitoring. Clients receive quarterly performance reports and have the option to direct brokerage transactions. Homan Wealth Advisors does not vote proxies on behalf of clients and has no disciplinary history or financial impairments.