Matt Buckwalter
MJB Financial Planning, LLC · Omaha, Nebraska
Matt Buckwalter is a fee-only financial advisor at MJB Financial Planning, LLC in Omaha, Nebraska, who holds the CFP and MS credentials. Matt charges an ongoing planning fee (typically works with clients with $1,000,000 or more) and focuses on retirement planning and tax planning.
Request an introduction to Matt →
Specialties
Who they serve
- Pre-retirees
Facts
| Firm | MJB Financial Planning, LLC |
|---|---|
| Based in | Omaha, Nebraska |
| Fee model | Ongoing planning fee |
| Fees (firm's website) | Typically works with clients with $1,000,000 or more |
| Accepting new clients | Yes |
| Assets under management | $60.2M across 120 accounts |
| Credentials | CFP · MS |
| SEC registration | Investment adviser representative in NE · CRD 5197822 |
| Exams passed | Series 65 (2006) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | mjbfinancialplanning.com |
How Matt's firm compares
- MJB Financial Planning, LLC's average account is about $502,000, from its Form ADV (assets managed divided by 120 accounts).
Request an introduction to Matt
Tell Matt a little about what you're looking for. Matt 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 Matt
Is Matt Buckwalter a fee-only financial advisor?
Yes. Matt Buckwalter is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Matt's firm.
How does Matt charge for financial advice?
Matt charges an ongoing planning fee.
How much does Matt charge?
According to MJB Financial Planning, LLC's website, checked October 28, 2026: typically works with clients with $1,000,000 or more.
Where is Matt Buckwalter based?
Matt Buckwalter is based in Omaha, Nebraska.
What does Matt specialize in?
Matt's specialties include retirement planning and tax planning. Matt works with pre-retirees.
What credentials does Matt Buckwalter hold?
Matt Buckwalter holds the CFP and MS credentials.
Is Matt Buckwalter registered with the SEC?
Yes. Matt Buckwalter is registered as an investment adviser representative in NE (CRD 5197822), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does MJB Financial Planning, LLC manage?
MJB Financial Planning, LLC reports $60.2M across 120 accounts in assets under management.
How do I contact Matt Buckwalter?
Through Matt's website, mjbfinancialplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- MJB Financial Planning, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.