# John Dannenbring

> John Dannenbring is a fee-only financial advisor at AlphaOmega Wealth Management in Lincoln, Nebraska, who holds the CFP credential. John charges a percentage of assets (1.35% a year on the first tier of assets managed and a $500,000 asset minimum) and focuses on retirement planning, tax planning and estate & legacy planning.

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

## Facts

- **Firm:** AlphaOmega Wealth Management
- **Based in:** Lincoln, Nebraska
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1.35% a year on the first tier of assets managed; a $500,000 asset minimum
- **Works virtually:** Yes (firm's website)
- **Assets under management (firm):** $20.2M across 98 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **Works with:** Pre-retirees
- **CRD:** 6715924 (https://adviserinfo.sec.gov/individual/summary/6715924)
- **SEC registration:** Investment adviser representative in NE, TX
- **Exams passed:** Series 65 (2019)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.wealthao.com/

## Frequently asked questions

### Is John Dannenbring a fee-only financial advisor?

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

### How does John charge for financial advice?

John charges a percentage of assets.

### How much does John charge?

According to AlphaOmega Wealth Management's website, checked October 30, 2026: 1.35% a year on the first tier of assets managed; a $500,000 asset minimum.

### Does John work with clients virtually?

Yes. AlphaOmega Wealth Management says on its website that it works with clients remotely.

### Where is John Dannenbring based?

John Dannenbring is based in Lincoln, Nebraska.

### What does John specialize in?

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

### What credentials does John Dannenbring hold?

John Dannenbring holds the CFP credential.

### Is John Dannenbring registered with the SEC?

Yes. John Dannenbring is registered as an investment adviser representative in NE and TX (CRD 6715924), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does AlphaOmega Wealth Management manage?

AlphaOmega Wealth Management reports $20.2M across 98 accounts in assets under management.

### How do I contact John Dannenbring?

Through John's website, www.wealthao.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6715924): 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.wealthao.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.