# Chad Burger

> Chad Burger is a fee-only financial advisor at Reserve Wealth Planning in Omaha, Nebraska. Chad charges a percentage of assets (1.5% a year on the first tier of assets managed) and focuses on retirement planning and tax planning.

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

## Facts

- **Firm:** Reserve Wealth Planning
- **Based in:** Omaha, Nebraska
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1.5% a year on the first tier of assets managed
- **Assets under management (firm):** $3.4M across 41 accounts
- **Specialties:** Retirement planning, Tax planning
- **CRD:** 7697867 (https://adviserinfo.sec.gov/individual/summary/7697867)
- **SEC registration:** Investment adviser representative in NE
- **Exams passed:** Series 65 (2022)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.reservewealthplanning.com

## Frequently asked questions

### Is Chad Burger a fee-only financial advisor?

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

### How does Chad charge for financial advice?

Chad charges a percentage of assets.

### How much does Chad charge?

According to Reserve Wealth Planning's website, checked October 30, 2026: 1.5% a year on the first tier of assets managed.

### Where is Chad Burger based?

Chad Burger is based in Omaha, Nebraska.

### What does Chad specialize in?

Chad's specialties include retirement planning and tax planning.

### Is Chad Burger registered with the SEC?

Yes. Chad Burger is registered as an investment adviser representative in NE (CRD 7697867), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Reserve Wealth Planning manage?

Reserve Wealth Planning reports $3.4M across 41 accounts in assets under management.

### How do I contact Chad Burger?

Through Chad's website, www.reservewealthplanning.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7697867): 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.reservewealthplanning.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.