Wealth Advisors Network provides financial planning, portfolio management for individuals and small businesses, and selecting other managers. Financial planning was provided to 1–10 clients last fiscal year.
Wealth Advisors Network reports 494 clients. They include 370 individual clients, 102 high-net-worth individuals, and 8 pension and profit-sharing plans. Of its assets, 99.0% ($297M across 715 accounts) are managed with discretion; $3.03M across 25 accounts are not. A wrap fee program the firm both sponsors and manages holds $131M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 75% | 31% |
| High-net-worth individuals | 21% | 56% |
| Pension and profit-sharing plans | 2% | 10% |
| Charitable organizations | 1% | 3% |
| Corporations and other businesses | 2% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 370 | $92.9M | 30.9% | $251K |
| High-net-worth individuals | 102 | $167M | 55.6% | $1.64M |
| Pension and profit-sharing plans | 8 | $30M | 10.0% | $3.76M |
| Charitable organizations | 6 | $7.77M | 2.6% | $1.3M |
| Corporations and other businesses | 8 | $2.63M | 0.9% | $329K |
| Total | 494 | $300M | 100% | $608K |
- Clients
- 370
- Regulatory AUM
- $92.9M
- AUM share
- 30.9%
- Avg. per client
- $251K
- Clients
- 102
- Regulatory AUM
- $167M
- AUM share
- 55.6%
- Avg. per client
- $1.64M
- Clients
- 8
- Regulatory AUM
- $30M
- AUM share
- 10.0%
- Avg. per client
- $3.76M
- Clients
- 6
- Regulatory AUM
- $7.77M
- AUM share
- 2.6%
- Avg. per client
- $1.3M
- Clients
- 8
- Regulatory AUM
- $2.63M
- AUM share
- 0.9%
- Avg. per client
- $329K
Total
- Clients
- 494
- Regulatory AUM
- $300M
- AUM share
- 100%
- Avg. per client
- $608K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Wealth Advisors Network charges 0.55%–1.45% a year for its CMAP flat percentage fee. The whole portfolio is charged at the rate of its band. The fee requires an account of at least $25,000. The brochure also prices one other service, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$500K | 1.45% |
| $500K–$1M | 1.35% |
| $1M–$2M | 1.10% |
| $2M–$3M | 1.00% |
| $3M–$4M | 0.90% |
| $4M–$5M | 0.80% |
| $5M–$6M | 0.75% |
| $6M–$7M | 0.70% |
| $7M–$8M | 0.65% |
| $8M–$10M | 0.60% |
| $10M and above | 0.55% |
Fee details and sources
Other fees
- Flat hourly fee
- Flat hourly fees typically range from $100 to $500, depending on the complexity and nature of the engagement.
Jeffrey Anderson owns 75% or more of Wealth Advisors Network. The leadership team of Wealth Advisors Network includes President Jeffrey Anderson and Chief Compliance Officer Virginia Charron. It has 8 employees.
Leadership
- Jeffrey AndersonDirector/President/CEO/COO
- Virginia CharronChief Compliance Officer/Secretary/Treasurer/Director
- Daniel CharronDirector
Investment adviser representatives
8 representatives listed in the SEC register as of 9 October 2026.
- Diane Lynn Alexander
- Jeffrey Scott Anderson
- Samuel Joseph Catanese
- Daniel Wayne Charron
- Virginia Charron
- Tammy Michelle Hubl
- Marlin Kent Johnson
- Philip Dean Neville
Staff
- 8 employees
- 8 in advisory functions
- 8 state-registered reps
- 7 broker-dealer reps
- 4 insurance agents
- Owns 75% or more of Wealth Advisors Network, Inc.
Jeffrey Anderson
Control person · since August 1997
- Owns 10% to 25% of Wealth Advisors Network, Inc.
Virginia Charron
Control person · since January 2008
Wealth Advisors Network’s regulatory assets grew 2.0× from $152M (December 2020) to $300M (April 2026); clients rose from 355 to 494 and employees fell from 11 to 8.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| April 2026 | $300M | 494 | 8 | 8 |
| January 2025 | $297M | 539 | 12 | 9 |
| December 2023 | $257M | 499 | 12 | 10 |
| December 2022 | $220M | 377 | 12 | 10 |
| May 2022 | $234M | 614 | 12 | 10 |
| December 2020 | $152M | 355 | 11 | 10 |
Besides its headquarters, Wealth Advisors Network has 7 offices, with 8 listed addresses in Colorado, Nebraska and Pennsylvania.
Nebraska · 6 listed addresses
- 201 Foundation Place Ste 100, HastingsHQ
- 505 North Diers Ave., Grand Island
- 709 East Pacific, Lexington
- 1415 16th St Ste 201, Central City
- 315 West 60th Street, Ste 500, Kearney
- 1001 West 27th Street, Scottsbluff
Colorado · 1 listed address
- 1275 58th Ave. Ste. C, Greeley
Pennsylvania · 1 listed address
- 307 State St, Johnstown
Other business names
Wealth Advisors Network has reported 3 other business names to the SEC.
- BS&P Wealth Management
- Contryman Wealth Advisors
- Laurel Valley Advisors
Contact and registration details
- Legal name
- Wealth Advisors Network, Inc.
- Headquarters
- 201 Foundation Place Ste 100, Hastings, NE 68901
- Website
- wealthadvisorsnetwork.net
- Phone
- 402-463-6769
- SEC file
- 801-112018
- Structure
- Nebraska corporation
- Fiscal year end
- September
Wealth Advisors Network uses Fidelity ($270M, 90%) and Ascensus Broker Dealer Services ($30M, 10%) as custodians for its separately managed accounts. Wealth Advisors Network does not have custody of client assets.
- Ascensus Broker Dealer ServicesAscensus Broker Dealer Services, LLC · Newton, MA · $30M10%
- FidelityNational Financial Services LLC · Boston, MA · $270M90%
At year end, Wealth Advisors Network’s separately managed accounts were largely in funds (41%) and cash (23%).
What the accounts hold
- Stocks22%
- Funds41%
- Bonds14%
- Cash23%
How many clients does Wealth Advisors Network have?
Wealth Advisors Network has 494 clients and manages $300 million for them, as of April 2026. They include 370 individual clients, 102 high-net-worth individuals, and 8 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 20 April 2026
What services does Wealth Advisors Network offer?
Wealth Advisors Network provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Wealth Advisors Network charge?
Wealth Advisors Network charges 0.55%–1.45% a year for its CMAP flat percentage fee. The whole portfolio is charged at the rate of its band. The fee requires an account of at least $25,000.
Source: WEALTH ADVISORS NETWORK, INC., filed 9 December 2025
Which custodians does Wealth Advisors Network use?
Wealth Advisors Network’s separately managed account assets are held at National Financial Services LLC (Boston, MA), with $270M and Ascensus Broker Dealer Services, LLC (Newton, MA), with $30M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 20 April 2026
How many financial advisors does Wealth Advisors Network have?
Wealth Advisors Network has 8 investment adviser representatives registered with state securities authorities, out of 8 employees, and 8 perform investment advisory functions. 7 employees are registered representatives of a broker-dealer and 4 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Wealth Advisors Network invest in?
At the end of its last fiscal year, Wealth Advisors Network’s separately managed accounts held 41% registered funds (mutual funds, ETFs, BDCs), 23% cash and equivalents, 22% exchange-traded equities and 14% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Wealth Advisors Network have a minimum investment?
Yes, Wealth Advisors Network’s minimum account size for its CMAP flat percentage fee is $25K.
Source: WEALTH ADVISORS NETWORK, INC., filed 9 December 2025
Who owns Wealth Advisors Network?
Wealth Advisors Network’s direct owners are Jeffrey Anderson (75% or more) and Virginia Charron (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 20 April 2026
How does Wealth Advisors Network get paid?
Wealth Advisors Network is paid through a percentage of assets under management and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Wealth Advisors Network registered with the SEC?
Yes, Wealth Advisors Network has been registered with the SEC as an investment adviser since 19 October 2017. Its CRD number is 113836 and its SEC file number is 801-112018.
Source: Form ADV Part 1A, Item 1, filed 20 April 2026; IAPD firm record
How do I contact Wealth Advisors Network?
Wealth Advisors Network’s main office is at 201 Foundation Place Ste 100, Hastings, NE 68901. Its phone number is 402-463-6769. Its website is wealthadvisorsnetwork.net.