Joseph Elsasser
Adaptive Advice · Omaha, Nebraska
Joseph Elsasser is a fee-only financial advisor at Adaptive Advice in Omaha, Nebraska, who holds the CFP credential. Joseph charges a percentage of assets and a one-time planning fee (one-time plans from $500 and 1.5% a year on the first tier of assets managed) and focuses on retirement planning and tax planning.
Request an introduction to Joseph →
Specialties
Facts
| Firm | Adaptive Advice |
|---|---|
| Based in | Omaha, Nebraska |
| Fee model | Percentage of assets · One-time planning fee |
| Fees (firm's website) | One-time plans from $500 · 1.5% a year on the first tier of assets managed |
| Assets under management | $8.3M across 48 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in LA, NE, TX · CRD 4474692 |
| Exams passed | Series 65 (2008) · Series 66 (2001) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | adaptiveadvice.com |
How Joseph's firm compares
- A one-time plan starts at $500, below the US median of $2,000 for fee-only firms that publish prices.
- Adaptive Advice's average account is about $173,000, from its Form ADV (assets managed divided by 48 accounts).
Request an introduction to Joseph
Tell Joseph a little about what you're looking for. Joseph 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 Joseph
Is Joseph Elsasser a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Adaptive Advice reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph charges a percentage of assets and a one-time planning fee.
How much does Joseph charge?
According to Adaptive Advice's website, checked October 30, 2026: one-time plans from $500; 1.5% a year on the first tier of assets managed.
Where is Joseph Elsasser based?
Joseph Elsasser is based in Omaha, Nebraska.
What does Joseph specialize in?
Joseph's specialties include retirement planning and tax planning.
What credentials does Joseph Elsasser hold?
Joseph Elsasser holds the CFP credential.
Is Joseph Elsasser registered with the SEC?
Yes. Joseph Elsasser is registered as an investment adviser representative in LA, NE and TX (CRD 4474692), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Adaptive Advice manage?
Adaptive Advice reports $8.3M across 48 accounts in assets under management.
How do I contact Joseph Elsasser?
Through Joseph's website, adaptiveadvice.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
- Adaptive Advice 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.