# Financial advisors for retirees in Nebraska > For retirees in Nebraska, talk to a fee-only planner who already works with people drawing down their savings. Your questions have moved from saving to spending, so look for steady withdrawals, tax-aware RMD planning, and care planning. Records to start with include Daniel Anderson of Pittenger & Anderson, Zach Lundak of Barrett FP and Logan Sanders of Sanders Retirement Planning. Page: https://find.wellspent.co/audiences/retirees/nebraska/ 40 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which financial advisor should I talk to as a retiree in Nebraska? For retirees in Nebraska, talk to a fee-only planner who already works with people drawing down their savings. Your questions have moved from saving to spending, so look for steady withdrawals, tax-aware RMD planning, and care planning. Records to start with include Daniel Anderson of Pittenger & Anderson, Zach Lundak of Barrett FP and Logan Sanders of Sanders Retirement Planning. - [Daniel Anderson](https://find.wellspent.co/advisors/daniel-anderson/), Pittenger & Anderson, Lincoln. Holds the CFP. Fees on file: percentage of assets. - [Zach Lundak](https://find.wellspent.co/advisors/zach-lundak/), Barrett FP, Gretna. Holds the CFP. Fees on file: hourly. - [Logan Sanders](https://find.wellspent.co/advisors/logan-sanders/), Sanders Retirement Planning, Omaha. Holds the CFP. Fees on file: percentage of assets, flat fee or retainer. - [Brian Brown](https://find.wellspent.co/advisors/brian-brown/), PlanVest, Blair. Holds the CFP. Fees on file: percentage of assets, hourly. - [Michael Carlson](https://find.wellspent.co/advisors/michael-carlson/), Carlson Wealth, Omaha. Holds the CFP. Fees on file: percentage of assets, hourly. - [Joseph Fowler](https://find.wellspent.co/advisors/joseph-fowler/), 402 Financial, Lincoln. Holds the CFP. Fees on file: percentage of assets, hourly. ## How many fee-only financial advisors in Nebraska work with retirees? The Wellspent public graph lists 40 fee-only advisors for retirees in Nebraska, at 16 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for retirees in Nebraska located? Of the 40 fee-only advisors for retirees in Nebraska, 20 are in Lincoln, followed by 17 in Omaha and 1 in Gretna. ## How do fee-only advisors for retirees in Nebraska charge? The most common fee among fee-only advisors for retirees in Nebraska is a percentage of assets, used by 95% of the 40 with fees on file. Many use more than one: 43% charge fixed fees and 35% charge by the hour. ## What credentials should a financial advisor for retirees have? For retirees, look for the CFP. In Nebraska, 48% of the 40 advisors listed hold the CFP. - CFP (48% of advisors listed): The CFP covers tax, insurance, and estate decisions together. ## How do Nebraska advisors for retirees compare with the rest of the US? 95% of fee-only advisors for retirees in Nebraska charge a percentage of assets, compared with 87% of the 3,334 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## 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 as a retiree in Nebraska? - How much can I spend each year, and how will you adjust it? - How do you plan around RMDs and Medicare premiums? - How would you pay for long-term care if I needed it? - What happens if I can't manage this myself, or my spouse dies first? - How does Nebraska tax each source of my retirement income? ## How current is this list of fee-only advisors for retirees 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. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Zach Lundak](https://find.wellspent.co/advisors/zach-lundak.md) | Barrett FP | Gretna, Nebraska | CFA, CFP | Hourly | | [Dan Stous](https://find.wellspent.co/advisors/dan-stous.md) | Flagstone Financial Management | Lincoln, Nebraska | CFP, MBA | Percentage of assets, Hourly, Fixed fees | | [Danny Clare](https://find.wellspent.co/advisors/danny-clare.md) | Flagstone Financial Management | Lincoln, Nebraska | CFP | Percentage of assets, Hourly, Fixed fees | | [Michael Johnson](https://find.wellspent.co/advisors/michael-johnson.md) | Flagstone Financial Management | Lincoln, Nebraska | CFP, JD, MBA | Percentage of assets, Hourly, Fixed fees | | [David Stevens](https://find.wellspent.co/advisors/david-stevens.md) | Stevens Capital Partners, Inc. | Omaha, Nebraska | CFP | Percentage of assets, Hourly, Fixed fees | | [Joseph Fowler](https://find.wellspent.co/advisors/joseph-fowler.md) | 402 Financial | Lincoln, Nebraska | CFP | Percentage of assets, Hourly, Fixed fees | | [Aaron Sipherd](https://find.wellspent.co/advisors/aaron-sipherd.md) | Sipherd Wealth Management | Lincoln, Nebraska | CFP, PFS | Fixed fees | | [Logan Sanders](https://find.wellspent.co/advisors/logan-sanders.md) | Sanders Retirement Planning | Omaha, Nebraska | CFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Anders Natter](https://find.wellspent.co/advisors/anders-natter.md) | Pittenger & Anderson | Lincoln, Nebraska | CFP | Percentage of assets | | [Andrew Pool](https://find.wellspent.co/advisors/andrew-pool-2960290.md) | Paradigm Wealth Management | Lincoln, Nebraska | CFP | Percentage of assets, Hourly, Fixed fees | | [Audrey Mines](https://find.wellspent.co/advisors/audrey-mines.md) | Pittenger & Anderson | Lincoln, Nebraska | CFP | Percentage of assets | | [Daniel Anderson](https://find.wellspent.co/advisors/daniel-anderson.md) | Pittenger & Anderson | Lincoln, Nebraska | CFP | Percentage of assets | | [Daniel Frost](https://find.wellspent.co/advisors/daniel-frost.md) | Pittenger & Anderson | Lincoln, Nebraska | CFP, CFA | Percentage of assets | | [Diane Klein](https://find.wellspent.co/advisors/diane-klein.md) | Pittenger & Anderson | Lincoln, Nebraska | CFP | Percentage of assets | | [Eric Horne](https://find.wellspent.co/advisors/eric-horne.md) | Arc Element Wealth Design | Papillion, Nebraska | CFP | Percentage of assets, Hourly, Fixed fees | | [James Pittenger](https://find.wellspent.co/advisors/james-pittenger.md) | Pittenger & Anderson | Lincoln, Nebraska | CFP | Percentage of assets | | [Jon Sevenker](https://find.wellspent.co/advisors/jon-sevenker.md) | Pittenger & Anderson | Lincoln, Nebraska | CFP | Percentage of assets | | [Brian Brown](https://find.wellspent.co/advisors/brian-brown.md) | PlanVest | Blair, Nebraska | CFP | Percentage of assets, Hourly, Ongoing planning fee, One-time planning fee | | [Dennis Peatrowsky](https://find.wellspent.co/advisors/dennis-peatrowsky-7358330.md) | Virtue Wealth Counsel | Omaha, Nebraska | ChFC | Percentage of assets, Hourly, Fixed fees | | [Michael Carlson](https://find.wellspent.co/advisors/michael-carlson.md) | Carlson Wealth | Omaha, Nebraska | CFP, ChFC, PFS | Percentage of assets, Hourly | | [Shane Riley](https://find.wellspent.co/advisors/shane-riley.md) | Pittenger & Anderson | Lincoln, Nebraska | CFA | Percentage of assets | | [Dennis Peatrowsky](https://find.wellspent.co/advisors/dennis-peatrowsky.md) | Virtue Wealth Counsel | Omaha, Nebraska | | Percentage of assets, Hourly, Fixed fees | | [Lori Liffring](https://find.wellspent.co/advisors/lori-liffring.md) | Cambridge Advisors | Omaha, Nebraska | CFA | Percentage of assets, One-time planning fee | | [Michael Bridgman](https://find.wellspent.co/advisors/michael-bridgman.md) | Cambridge Advisors | Omaha, Nebraska | ChFC | Percentage of assets, One-time planning fee | | [Scott Leise](https://find.wellspent.co/advisors/scott-leise.md) | Sanders Retirement Planning | Omaha, Nebraska | | Percentage of assets, Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Sydney Peatrowsky](https://find.wellspent.co/advisors/sydney-peatrowsky.md) | Virtue Wealth Counsel | Omaha, Nebraska | | Percentage of assets, Hourly, Fixed fees | | [Blake Anderson](https://find.wellspent.co/advisors/blake-anderson.md) | Pittenger & Anderson | Lincoln, Nebraska | | Percentage of assets | | [Clayton Finck](https://find.wellspent.co/advisors/clayton-finck.md) | Pittenger & Anderson | Lincoln, Nebraska | | Percentage of assets | | [Elizabeth Sydzyik](https://find.wellspent.co/advisors/elizabeth-sydzyik.md) | Pittenger & Anderson | Lincoln, Nebraska | | Percentage of assets | | [Jaxson Simmerman](https://find.wellspent.co/advisors/jaxson-simmerman.md) | Pittenger & Anderson | Lincoln, Nebraska | | Percentage of assets | | [Julie Sellers](https://find.wellspent.co/advisors/julie-sellers.md) | Pittenger & Anderson | Lincoln, Nebraska | | Percentage of assets | | [Kristin Kliewer](https://find.wellspent.co/advisors/kristin-kliewer.md) | Pittenger & Anderson | Lincoln, Nebraska | | Percentage of assets | | [Andrew Wacker](https://find.wellspent.co/advisors/andrew-wacker.md) | Convergence | Omaha, Nebraska | | Percentage of assets, Fixed fees | | [Colton Koehler](https://find.wellspent.co/advisors/colton-koehler.md) | Convergence | Omaha, Nebraska | | Percentage of assets, Fixed fees | | [Jonathan Spangler](https://find.wellspent.co/advisors/jonathan-spangler.md) | Cambridge Advisors | Omaha, Nebraska | | Percentage of assets, One-time planning fee | | [Justin Anderson](https://find.wellspent.co/advisors/justin-anderson.md) | Cambridge Advisors | Omaha, Nebraska | | Percentage of assets, One-time planning fee | | [Matthew Samson](https://find.wellspent.co/advisors/matthew-samson.md) | ILS Financial | Omaha, Nebraska | | Percentage of assets, Hourly, Fixed fees | | [Nathan Magdanz](https://find.wellspent.co/advisors/nathan-magdanz.md) | Convergence | Omaha, Nebraska | | Percentage of assets, Fixed fees | | [Spencer Schneider](https://find.wellspent.co/advisors/spencer-schneider.md) | Schneider Wealth Management | Omaha, Nebraska | | Percentage of assets, Fixed fees | | [Tyler Kanne](https://find.wellspent.co/advisors/tyler-kanne.md) | Convergence | Omaha, Nebraska | | Percentage of assets, Fixed fees | ## Related - [Retirement planning in Nebraska](https://find.wellspent.co/specialties/retirement-planning/nebraska.md) - [Founders in Nebraska](https://find.wellspent.co/specialties/founders-pre-exit/nebraska.md) - [Estate planning in Nebraska](https://find.wellspent.co/specialties/estate-planning/nebraska.md) - [Tax planning in Nebraska](https://find.wellspent.co/specialties/tax-planning/nebraska.md) - [Pre-retirees in Nebraska](https://find.wellspent.co/audiences/pre-retirees/nebraska.md) ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).