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| Wealth Advisors Network Inc
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| CRD # | 113836 |
| SEC # | 801-112018 |
| CIK # | |
| AUM | 300.3 M (2026-04-20) |
| Employees | 8 (100% Investors, 88% Brokers) |
| Fees | |
| Minimum | |
| Phone | 402-463-6769 |
| Address | 201 Foundation Place Ste 100 Hastings, NE 68901 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
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| Fees and Compensation — Form ADV Part 2A (12/9/2025) [Brochure] |
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Item 5 – Fees and Compensation CMAP Fees for Investment Advisory services payable to us are based on the amount of assets under management (AUM), including cash balances deposited in a Federal Deposit Insured Corporation (“FDIC”) insured multi bank program and/or Money Market positions. The annual fee for this program ranges from .55% (55 basis points) up to 1.5% (150 basis points). These fees can be paid through a variety of options determined by you and your Adviser. The exact fee arrangement should be expressed in Appendix A of the Financial Planning and Investment Management Services Agreement. The fee arrangements include: Flat percentage: Less than $499,999 1.45% $500,000 - $999,999 1.35% $1,000,000 - $1,999,999 1.10% $2,000,000 - $2,999,999 1.00% $3,000,000 - $3,999,999 0.90% $4,000,000 - $4,999,999 0.80% $5,000,000 - $5,999,999 0.75% $6,000,000 - $6,999,999 0.70% $7,000,000 - $7,999,999 0.65% $8,000,000 - $9,999,999 0.60% Over $10,000,000 0.55% The formula used for calculating the fee is market value multiplied by Client fee percentage as defined in Exhibit A of WAN’s Financial Planning and Investment Management Services Agreement, multiplied by the number of days in the billing cycle divided by the number of days in the year. Flat Hourly Fee – This is a set hourly fee for services provided. Fees typically range from $100-$500 depending on the complexity and nature of the engagement, as well as the level of expertise required by adviser of the respective engagement. Flat Fee – This is a set fee charged for services provided. Fees are charged in advance or in arrears depending upon the agreement between us and your IAR. The frequency of the calculation and payment of fees is determined when you establish or update your account agreement and is documented in Appendix A of the Financial Planning and Investment Management Services Agreement. We reserve the right to calculate fees either based on the market value of the account(s) on the last day of the previous month or quarter if fees are billed in advance or on the last day of the month or quarter in which services were rendered if fees are billed in arrears. You should discuss with your IAR the fee calculation formula in effect at the time you establish your account. Additional deposits of funds are subject to a fee when deposited. The fee for additional deposits is pro-rated for the remainder of the reporting period. The fee is determined on an account-by-account basis. You should discuss with your IAR if or when this fee will apply to your account(s). Fees are typically deducted directly from your CMAP account. You can also decide to have the fee deducted from an alternate CMAP account held at the same custodian. Generally, fees from a non-qualified account must be debited from a non-qualified account on a platform approved for fee debiting. You must provide the custodian with written authorization to have fees deducted from the account and paid to us. The custodian will send you statements, at least quarterly, showing all disbursements for the account including the amount of the advisory fee, if deducted directly from the account. It is our and your responsibility to verify the accuracy of fee calculations. The qualified custodian will not determine whether the fee has been properly calculated. Varying mutual fund share classes are used in your account. We and your IAR will make every attempt to use the most cost-effective share class available. This may not always be the least expensive share class but because of other factors we may feel it is the most suitable. You should discuss the factors of direct and indirect expenses borne as a result of the mutual fund fees. As WAN has chosen CIR/FCCS as their broker-dealer and clearing firm, we are limited to CIR’s preferred share class of choice which may not be the cheapest share class. Your IAR determines whether or not the transaction ticket fees charged by the broker-dealer and/or custodian are charged to you. If we choose to absorb the ticket charge, a conflict of interest is created due to the increased expense that we may incur. CIR is a participant in NFS’ Institutional FundsNetwork ® (IFN) ticket charge program. This program offers select mutual funds to be purchased by you with no transaction fees (“NTF Shares”). NFS receives revenue directly from the mutual fund companies that support the IFN program. Through formal agreements, the broker- dealer receives revenue for assets that are held within the IFN program. The NTF Shares can be more expensive for you over time because of the higher ongoing internal operating expenses, such as 12b-1 fees. You pay a higher transaction charge for transaction fee funds; however, the transaction fee funds can be less expensive to you over time because of lower ongoing operation expenses. You and your IAR should discuss and understand these additional indirect expenses borne as a result of the mutual fund fees. Restrictions apply in certain situations. Even though these payments are not shared with your IAR, the receipt of these additional payments creates a conflict of interest because of the increased compensation to the broker-dealer. A platform fee is charged to us by CIR broker-dealer for services provided in association with the CMAP and WealthPort platforms. The platform fee is generally not more than 5.5 basis points for CMAP and not more than 20bps for WealthPort. The platform fee charged could create a conflict of interest. We could charge a higher advisory fee in order to offset the platform fee or choose to utilize another custodian or program that would have lower, or no platform fees charged to the adviser. On a client-by-client basis, we offer the consolidation of accounts maintained within ... |
| Account Minimums and Types of Clients — Form ADV Part 2A (12/9/2025) [Brochure] |
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Item 7 – Types of Clients We provide our services to a number of Clients: Individuals, including high net worth individuals and business owners Trusts, estates and charitable organizations Corporations or other business entities Pension and profit-sharing plans Certain schools, government entities, and nonprofit organizations Minimum Account Size WAN has a $25,000 minimum balance requirement for new accounts in order to manage a portfolio for the WAN CMAP Program. WAN may choose to waive these minimums at its sole discretion as circumstances dictate. |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 370 | 92.9 |
| (b) Individuals (high net worth individuals) | 102 | 166.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 30.0 |
| (h) Charitable organizations | 6 | 7.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 2.6 |
| (n) Other | 0 | 0.0 |
| Total | 740 | 300.3 |
| By Discretionary | ||
| Discretionary | 715 | 297.2 |
| Non-Discretionary | 25 | 3.0 |
| Total | 740 | 300.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 300.3 | |
| Total | 740 | 300.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
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