# Aaron Sipherd

> Aaron Sipherd is a fee-only financial advisor at Sipherd Wealth Management in Lincoln, Nebraska, who holds the CFP and PFS credentials. Aaron focuses on retirement planning, tax planning and estate & legacy planning. Sipherd Wealth Management reports charging fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/aaron-sipherd/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Sipherd Wealth Management
- **Based in:** Lincoln, Nebraska
- **Fee model (firm's Form ADV):** Fixed fees
- **Fees (firm's website):** typically works with clients with $1,000,000 or more
- **Accepting new clients:** Yes (firm's website)
- **Credentials:** CFP, PFS
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 4322439 (https://adviserinfo.sec.gov/individual/summary/4322439)
- **SEC registration:** Investment adviser representative in NE
- **Exams passed:** Series 66 (1999)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://www.sipherdwealth.com

## Frequently asked questions

### Is Aaron Sipherd a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Aaron holds no broker registration, and Sipherd Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Aaron charge for financial advice?

Aaron's firm, Sipherd Wealth Management, reports charging fixed fees on its SEC Form ADV.

### How much does Aaron charge?

According to Sipherd Wealth Management's website, checked October 30, 2026: typically works with clients with $1,000,000 or more.

### Where is Aaron Sipherd based?

Aaron Sipherd is based in Lincoln, Nebraska.

### What does Aaron specialize in?

Aaron's specialties include retirement planning, tax planning and estate & legacy planning. Aaron works with retirees and pre-retirees.

### What credentials does Aaron Sipherd hold?

Aaron Sipherd holds the CFP and PFS credentials.

### Is Aaron Sipherd registered with the SEC?

Yes. Aaron Sipherd is registered as an investment adviser representative in NE (CRD 4322439), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How do I contact Aaron Sipherd?

Through Aaron's website, www.sipherdwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4322439): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.sipherdwealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.