# Zach Lundak

> Zach Lundak is a fee-only financial advisor at Barrett FP in Gretna, Nebraska, who holds the CFA and CFP credentials. Zach charges hourly fees ($300 an hour) and focuses on retirement planning and tax planning.

Page: https://find.wellspent.co/advisors/zach-lundak/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Barrett FP
- **Based in:** Gretna, Nebraska
- **Fee model:** Hourly
- **Fees (firm's website):** $300 an hour
- **Fees (Advice-Only Network profile):** from $300 an hour
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (Advice-Only Network profile)
- **Credentials:** CFA, CFP
- **Specialties:** Retirement planning, Tax planning
- **Works with:** Pre-retirees, Retirees
- **CRD:** 6704007 (https://adviserinfo.sec.gov/individual/summary/6704007)
- **SEC registration:** Investment adviser representative in NE
- **Exams passed:** Series 65 (2016)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://barrettplanning.com

## About

Zach Lundak, CFA, CFP®, founded Barrett FP after meeting many people who wanted an advisor's help but didn't want to hand over their investments. He offers hourly planning for clients building wealth or designing a retirement strategy, and he welcomes questions large and small.

Zach believes many people manage their own investments well and still want a professional relationship to make sure nothing is missed. His process is built for virtual meetings, and he also meets in person with clients near Elkhorn, Nebraska.

## Frequently asked questions

### Is Zach Lundak a fee-only financial advisor?

Yes. Zach Lundak is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the Advice-Only Network (advice-only practices, no product sales). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Zach's firm.

### How does Zach charge for financial advice?

Zach charges hourly fees.

### How much does Zach charge?

According to Barrett FP's website, checked October 28, 2026: $300 an hour.

### Does Zach work with clients virtually?

Yes. Barrett FP says on its website that it works with clients remotely.

### Where is Zach Lundak based?

Zach Lundak is based in Gretna, Nebraska.

### What does Zach specialize in?

Zach's specialties include retirement planning and tax planning. Zach works with pre-retirees and retirees.

### What credentials does Zach Lundak hold?

Zach Lundak holds the CFA and CFP credentials.

### Is Zach Lundak registered with the SEC?

Yes. Zach Lundak is registered as an investment adviser representative in NE (CRD 6704007), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How do I contact Zach Lundak?

Through Zach's website, barrettplanning.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/52733): NAPFA admits only fee-only advisors
- Advice-Only Network listing: advice-only practices, no product sales
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://barrettplanning.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.