CFP financial advisors in Nebraska
How do I find fee-only advisors who hold the CFP in Nebraska?
In Nebraska, look for a fee-only advisor who holds the CFP certification, the broadest planning credential. You can confirm it on the CFP Board's site. Records to start with include Zach Lundak of Barrett FP, Daniel Frost of Pittenger & Anderson and Joseph Elsasser of Adaptive Advice.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Zach Lundak Barrett FP, Gretna Holds the CFP and CFA. Fees on file: hourly.
- Daniel Frost Pittenger & Anderson, Lincoln Holds the CFP and CFA. Fees on file: percentage of assets.
- Joseph Elsasser Adaptive Advice, Omaha Holds the CFP. Fees on file: percentage of assets, one-time planning fee.
- Jenn Steliga Find Your FI, Omaha Holds the CFP. Fees on file: subscription.
- John Posey Plains Advisory, Grand Island Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
- Matthew Holloway America First Investment Advisors, Omaha Holds the CFP. Fees on file: percentage of assets.
By the numbers
- Advisors listed
- 46
- Firms
- 30
- Cities
- 8
- Hold the CFP
- 100%
- Other credentials: CFA 4% · ChFC 4%
- How they charge (of 46 with fees on file): percentage of assets 87% · hourly 54% · fixed fees 54% · ongoing planning fee 11%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
CFP financial advisors by state
- California (1,234)
- Texas (787)
- Florida (498)
- Pennsylvania (466)
- New York (422)
- Virginia (402)
- Ohio (368)
- North Carolina (353)
- Colorado (342)
- Illinois (337)
- Massachusetts (334)
- Georgia (315)
- Washington (298)
- Michigan (273)
- Tennessee (250)
- Minnesota (247)
- Maryland (244)
- New Jersey (213)
- Arizona (201)
- Wisconsin (192)
- Indiana (181)
- Oregon (179)
- Missouri (160)
- Kansas (142)
- Connecticut (139)
- Utah (134)
- South Carolina (123)
- New Hampshire (97)
- Iowa (83)
- Alabama (82)
- Oklahoma (69)
- Kentucky (64)
- Idaho (62)
- Delaware (41)
- Louisiana (41)
- Arkansas (38)
- Nevada (38)
- Vermont (38)
- Maine (37)
- Rhode Island (37)
- District of Columbia (34)
- Mississippi (31)
- Montana (26)
- New Mexico (26)
Questions about cFP financial advisors
How many fee-only advisors who hold the CFP in Nebraska are there?
The Wellspent public graph lists 46 fee-only advisors who hold the CFP in Nebraska, at 30 firms. We counted every advisor record that fits, as of October 2026.
Where are fee-only advisors who hold the CFP in Nebraska located?
Of the 46 fee-only advisors who hold the CFP in Nebraska, 23 are in Omaha, followed by 17 in Lincoln and 1 in Gretna.
How do fee-only advisors who hold the CFP in Nebraska charge?
The most common fee among fee-only advisors who hold the CFP in Nebraska is a percentage of assets, used by 87% of the 46 with fees on file. Many use more than one: 54% charge by the hour and 54% charge fixed fees.
How many fee-only advisors who hold the CFP in Nebraska hold the CFP?
100% of the 46 fee-only advisors who hold the CFP in Nebraska hold the CFP certification, based on the credentials listed on each record.
How does Wellspent decide who counts as fee-only advisors who hold the CFP?
We count an advisor here when their record lists the CFP.
What should I ask fee-only advisors who hold the CFP in Nebraska?
How long have you held the CFP? Does your work cover my full plan, or mainly investments? What's your specialty beyond the CFP? How do you charge?
How current is this list of fee-only advisors who hold the CFP 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 46 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Jenn Steliga Coaching-centered planning and accountability for people who feel late in pursuing their own version of financial independence. | Find Your FI | Omaha | CFP | Subscription |
| Andrew Hunt | Hiley Hunt Wealth Management, Inc. | Omaha | CFP, MBA, CAP | Percentage of assets, Ongoing planning fee |
| 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 |
| David Stevens | Stevens Capital Partners, Inc. | Omaha | CFP | Percentage of assets, Hourly |
| Joseph Fowler | 402 Financial | Lincoln | CFP | Percentage of assets, Hourly |
| Aaron Sipherd | Sipherd Wealth Management | Lincoln | CFP, PFS | Fixed fees |
| Hope Dogbevia | Keystone Financial Services | Omaha | CFP | Percentage of assets, 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 |
| Anders Natter | Pittenger & Anderson | Lincoln | CFP | Percentage of assets |
| Andrew Pool | Paradigm Wealth Management | Lincoln | CFP | Percentage of assets, Hourly |
| Audrey Mines | Pittenger & Anderson | Lincoln | CFP | Percentage of assets |
| Daniel Anderson | Pittenger & Anderson | Lincoln | CFP | Percentage of assets |
| Daniel Frost | Pittenger & Anderson | Lincoln | CFP, CFA | Percentage of assets |
| Diane Klein | Pittenger & Anderson | Lincoln | CFP | Percentage of assets |
| Eric Horne | Arc Element Wealth Design | Papillion | CFP | Percentage of assets, Hourly |
| James Pittenger | Pittenger & Anderson | Lincoln | CFP | Percentage of assets |
| Jon Sevenker | Pittenger & Anderson | Lincoln | CFP | Percentage of assets |
| Joseph Elsasser | Adaptive Advice | Omaha | CFP | Percentage of assets, One-time planning fee |
| Brian Brown | PlanVest | Blair | CFP | Percentage of assets, Hourly |
| James Ahlschwede | Round Table Investment Strategies | Lincoln | CFP | Percentage of assets, Fixed fees |
| John Posey | Plains Advisory | Grand Island | CFP | Percentage of assets, Ongoing planning fee |
| Michael Carlson | Carlson Wealth | Omaha | CFP, ChFC, PFS | Percentage of assets, Hourly |
| Phil McDonnell | JRM Investment Counsel | Omaha | CFP | Percentage of assets |
| Katerina Wiese | America First Investment Advisors | Omaha | CFP | Percentage of assets |
| Matthew Holloway | America First Investment Advisors | Omaha | CFP | Percentage of assets |
| Randall Jensen | Nabity Jensen Investments | Omaha | CFP | One-time planning fee |
| Allison Cerven | Cornerstone Financial Group | Omaha | CFP | Percentage of assets, Hourly |
| Bryce Koch | Hiley Hunt Wealth Management | Omaha | CFP | Percentage of assets, Hourly |
| Carter Masteller | Stevens Capital Partners | Omaha | CFP | Percentage of assets, Hourly |
| Colin Longacre | Prairie Wealth Advisors | Omaha | CFP | Percentage of assets, Hourly |
| Jason Hiley | Hiley Hunt Wealth Management | Omaha | CFP | Percentage of assets, Hourly |
| Kevin Murphy | Stevens Capital Partners | Omaha | CFP | Percentage of assets, Hourly |
| Michele Prell | Stevens Capital Partners | Omaha | CFP | Percentage of assets, Hourly |
| Reuben Brauer | Cornerstone Financial Group | Omaha | CFP | Percentage of assets, Hourly |
| Robert Rossi | R2 Wealth Management Partners | Lincoln | CFP, ChFC | Percentage of assets, Hourly |
| Ronny Miller | Guide Rock Capital Management | Omaha | CFP | Percentage of assets, Hourly |
| Spencer Schwarting | Cornerstone Financial Group | Omaha | CFP | Percentage of assets, Hourly |
| Terrance Hutchins | Stevens Capital Partners | Omaha | CFP | Percentage of assets, Hourly |
| Timothy McEwen | Prairie Wealth Advisors | Lincoln | CFP | Percentage of assets, Hourly |
| Trista Jacobs | Keener Financial Planning | Eagle | CFP | Hourly, Fixed fees |
| Tristan Crook | Oldfather Financial Services | Kearney | CFP | Percentage of assets, Hourly |
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