Aaron Sipherd
Sipherd Wealth Management · Lincoln, Nebraska
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
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 |
| Credentials | CFP · PFS |
| SEC registration | Investment adviser representative in NE · CRD 4322439 |
| Exams passed | Series 66 (1999) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.sipherdwealth.com |
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Questions about Aaron
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Sipherd Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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