Zach Lundak
Hourly planning for people who manage their own investments and want a professional to make sure nothing is missed.
Barrett FP · Gretna, Nebraska
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.
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Specialties
Who they serve
- Pre-retirees
- Retirees
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.
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 |
| Accepting new clients | Yes |
| Credentials | CFA · CFP |
| SEC registration | Investment adviser representative in NE · CRD 6704007 |
| Exams passed | Series 65 (2016) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | barrettplanning.com |
How Zach's firm compares
- The hourly rate is $300, in line with the US median of $300 for fee-only firms that publish prices.
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Tell Zach a little about what you're looking for. Zach 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 Zach
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.
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
- Advice-Only Network listing : advice-only practices, no product sales
- Barrett FP 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.
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