Scott Leise
Sanders Retirement Planning · Omaha, Nebraska
Scott Leise is a fee-only financial advisor at Sanders Retirement Planning in Omaha, Nebraska. Scott charges a percentage of assets, a flat fee or retainer, an ongoing planning fee and a one-time planning fee (one-time plans from $5,000 and 1.5% a year on the first tier of assets managed) and focuses on retirement planning, tax planning and pension planning.
Request an introduction to Scott →
Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Sanders Retirement Planning |
|---|---|
| Based in | Omaha, Nebraska |
| Fee model | Percentage of assets · Flat fee or retainer · Ongoing planning fee · One-time planning fee |
| Fees (firm's website) | One-time plans from $5,000 · 1.5% a year on the first tier of assets managed · Typically works with clients with $500,000 or more |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $62.3M across 281 accounts |
| SEC registration | Investment adviser representative in CA, IA, NE, TX · CRD 7286701 |
| Exams passed | Series 65 (2020) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.sandersretirement.com |
Request an introduction to Scott
Tell Scott a little about what you're looking for. Scott 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 Scott
Is Scott Leise a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Scott holds no broker registration, and Sanders Retirement Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Scott charge for financial advice?
Scott charges a percentage of assets, a flat fee or retainer, an ongoing planning fee and a one-time planning fee.
How much does Scott charge?
According to Sanders Retirement Planning's website, checked October 30, 2026: one-time plans from $5,000; 1.5% a year on the first tier of assets managed; typically works with clients with $500,000 or more.
Does Scott work with clients virtually?
Yes. Sanders Retirement Planning says on its website that it works with clients remotely.
Where is Scott Leise based?
Scott Leise is based in Omaha, Nebraska.
What does Scott specialize in?
Scott's specialties include retirement planning, tax planning and pension planning. Scott works with retirees and pre-retirees.
Is Scott Leise registered with the SEC?
Yes. Scott Leise is registered as an investment adviser representative in CA, IA, NE and TX (CRD 7286701), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sanders Retirement Planning manage?
Sanders Retirement Planning reports $62.3M across 281 accounts in assets under management.
How do I contact Scott Leise?
Through Scott's website, www.sandersretirement.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
- Sanders Retirement 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.