Financial advisors for people close to retirement in Nebraska
Which financial advisor should I talk to if you're close to retirement in Nebraska?
For people close to retirement in Nebraska, talk to a fee-only planner five to ten years before you stop working, while there's still time to change things. Look for someone who tests your retirement date and shows you what would have to be true for it to work. Records to start with include John Dannenbring of AlphaOmega Wealth Management, Brian Brown of PlanVest and Logan Sanders of Sanders Retirement Planning.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- John Dannenbring AlphaOmega Wealth Management, Lincoln Holds the CFP. Fees on file: percentage of assets.
- Brian Brown PlanVest, Blair Holds the CFP. Fees on file: percentage of assets, hourly.
- Logan Sanders Sanders Retirement Planning, Omaha Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
- Zach Lundak Barrett FP, Gretna Holds the CFP. Fees on file: hourly.
- Matt Buckwalter MJB Financial Planning, LLC, Omaha Holds the CFP. Fees on file: ongoing planning fee.
- Aaron Sipherd Sipherd Wealth Management, Lincoln Holds the CFP. Fees on file: fixed fees.
How many fee-only financial advisors in Nebraska work with people close to retirement?
The Wellspent public graph lists 26 fee-only advisors for people close to retirement in Nebraska, at 15 firms. We counted every advisor record that lists this work, as of October 2026.
Where are fee-only advisors for people close to retirement in Nebraska located?
Of the 26 fee-only advisors for people close to retirement in Nebraska, 16 are in Omaha, followed by 7 in Lincoln and 1 in Gretna.
How do fee-only advisors for people close to retirement in Nebraska charge?
The most common fee among fee-only advisors for people close to retirement in Nebraska is a percentage of assets, used by 88% of the 26 with fees on file. Many use more than one: 62% charge fixed fees and 46% charge by the hour.
What credentials should a financial advisor for people close to retirement have?
For people close to retirement, look for the CFP. In Nebraska, 46% of the 26 advisors listed hold the CFP.
- CFP46% in Nebraska
- The CFP covers the whole transition.
How do Nebraska advisors for people close to retirement compare with the rest of the US?
62% of fee-only advisors for people close to retirement in Nebraska charge fixed fees, compared with 40% of the 2,969 listed across the US. That's the largest difference in the Wellspent public graph between the two groups.
Dark bars are Nebraska. Light bars are all US advisors for people close to retirement.
Does Nebraska tax Social Security?
No. Nebraska doesn't tax Social Security. Its treatment of IRA withdrawals and pensions has its own rules, so ask to see them in your plan.
What should I ask a financial advisor if you're close to retirement in Nebraska?
- Can I retire when I want to, and what would change your answer?
- How should my investments change in the years before I stop working?
- How do I cover health insurance before Medicare?
- What should I do with my 401(k) when I leave?
- How does Nebraska tax each source of my retirement income?
How current is this list of fee-only advisors for people close to retirement in Nebraska?
Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record.
All 26 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Zach Lundak Hourly planning for people who manage their own investments and want a professional to make sure nothing is missed. | Barrett FP | Gretna | CFA, CFP | Hourly |
| Dan Stous | Flagstone Financial Management | Lincoln | CFP, MBA | Percentage of assets, Hourly |
| Danny Clare | Flagstone Financial Management | Lincoln | CFP | Percentage of assets, Hourly |
| Matt Buckwalter | MJB Financial Planning, LLC | Omaha | CFP, MS | Ongoing planning fee |
| Michael Johnson | Flagstone Financial Management | Lincoln | CFP, JD, MBA | Percentage of assets, Hourly |
| Joseph Fowler | 402 Financial | Lincoln | CFP | Percentage of assets, Hourly |
| Aaron Sipherd | Sipherd Wealth Management | Lincoln | CFP, PFS | Fixed fees |
| John Dannenbring | AlphaOmega Wealth Management | Lincoln | CFP | Percentage of assets |
| Logan Sanders | Sanders Retirement Planning | Omaha | CFP | Percentage of assets, Flat fee or retainer |
| Andrew Pool | Paradigm Wealth Management | Lincoln | CFP | Percentage of assets, Hourly |
| Eric Horne | Arc Element Wealth Design | Papillion | CFP | Percentage of assets, Hourly |
| Brian Brown | PlanVest | Blair | CFP | Percentage of assets, Hourly |
| Dennis Peatrowsky | Virtue Wealth Counsel | Omaha | ChFC | Percentage of assets, Hourly |
| Dennis Peatrowsky | Virtue Wealth Counsel | Omaha | Not listed | Percentage of assets, Hourly |
| Lori Liffring | Cambridge Advisors | Omaha | CFA | Percentage of assets, One-time planning fee |
| Michael Bridgman | Cambridge Advisors | Omaha | ChFC | Percentage of assets, One-time planning fee |
| Scott Leise | Sanders Retirement Planning | Omaha | Not listed | Percentage of assets, Flat fee or retainer |
| Sydney Peatrowsky | Virtue Wealth Counsel | Omaha | Not listed | Percentage of assets, Hourly |
| Andrew Wacker | Convergence | Omaha | Not listed | Percentage of assets, Fixed fees |
| Colton Koehler | Convergence | Omaha | Not listed | Percentage of assets, Fixed fees |
| Jonathan Spangler | Cambridge Advisors | Omaha | Not listed | Percentage of assets, One-time planning fee |
| Justin Anderson | Cambridge Advisors | Omaha | Not listed | Percentage of assets, One-time planning fee |
| Matthew Samson | ILS Financial | Omaha | Not listed | Percentage of assets, Hourly |
| Nathan Magdanz | Convergence | Omaha | Not listed | Percentage of assets, Fixed fees |
| Spencer Schneider | Schneider Wealth Management | Omaha | Not listed | Percentage of assets, Fixed fees |
| Tyler Kanne | Convergence | Omaha | Not listed | Percentage of assets, Fixed fees |
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