Chad Burger
Reserve Wealth Planning · Omaha, Nebraska
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.
Request an introduction to Chad →
Specialties
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 | $3.4M across 41 accounts |
| SEC registration | Investment adviser representative in NE · CRD 7697867 |
| Exams passed | Series 65 (2022) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.reservewealthplanning.com |
How Chad's firm compares
- Reserve Wealth Planning's average account is about $82,000, from its Form ADV (assets managed divided by 41 accounts).
Request an introduction to Chad
Tell Chad a little about what you're looking for. Chad isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Chad
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.
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
- Reserve Wealth Planning 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.
See something wrong? Request a correction. Read our methodology.