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Advisors for under $500,000 in Nebraska

How do I find fee-only advisors for under $500,000 in Nebraska?

In Nebraska, look for a fee-only firm whose typical client looks like you, since that's who its process is built for. A firm's average account is a better guide than a stated minimum, which many firms never publish. Records to start with include Brian Brown of PlanVest, John Dannenbring of AlphaOmega Wealth Management and Joseph Elsasser of Adaptive Advice.

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Where to start

Chosen from what each record shows: credentials and fees on file, one advisor per firm.

  • Brian Brown PlanVest, Blair Holds the CFP. Fees on file: percentage of assets, hourly.
  • John Dannenbring AlphaOmega Wealth Management, Lincoln Holds the CFP. Fees on file: percentage of assets.
  • Joseph Elsasser Adaptive Advice, Omaha Holds the CFP. Fees on file: percentage of assets, one-time planning fee.
  • John Posey Plains Advisory, Grand Island Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
  • Logan Sanders Sanders Retirement Planning, Omaha Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
  • Andrew Hunt Hiley Hunt Wealth Management, Inc., Omaha Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.

By the numbers

Advisors listed
69
Firms
36
Cities
9
Hold the CFP
36%
  • Other credentials: CFA 6% · ChFC 4%
  • How they charge (of 69 with fees on file): percentage of assets 100% · fixed fees 77% · hourly 67% · one-time planning fee 9%

Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology

Advisors for under $500,000 by state

Questions about advisors for under $500,000

How many fee-only advisors for under $500,000 in Nebraska are there?

The Wellspent public graph lists 69 fee-only advisors for under $500,000 in Nebraska, at 36 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is under $500,000.

Where are fee-only advisors for under $500,000 in Nebraska located?

Of the 69 fee-only advisors for under $500,000 in Nebraska, 49 are in Omaha, followed by 9 in Lincoln and 4 in Kearney.

How do fee-only advisors for under $500,000 in Nebraska charge?

All 69 fee-only advisors for under $500,000 in Nebraska with fees on file charge a percentage of assets. Many use more than one: 77% charge fixed fees and 67% charge by the hour.

How many fee-only advisors for under $500,000 in Nebraska hold the CFP?

36% of the 69 fee-only advisors for under $500,000 in Nebraska hold the CFP certification, based on the credentials listed on each record.

How does Wellspent decide who counts as fee-only advisors for under $500,000?

We divide the assets each firm reports on its Form ADV by its number of accounts. It's an average per account, so a household with several accounts may hold more.

What should I ask fee-only advisors for under $500,000 in Nebraska?

Do you work with people who have about what I have? Do you have a minimum fee, even without an asset minimum? What would I pay in dollars each year? What's the size of your typical client?

How current is this list of fee-only advisors for under $500,000 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 69 advisors

Advisors for under $500,000 in Nebraska: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Andrew Hunt Hiley Hunt Wealth Management, Inc. Omaha CFP, MBA, CAP Percentage of assets, Ongoing planning fee
David Stevens Stevens Capital Partners, Inc. Omaha CFP Percentage of assets, Hourly
Joseph Fowler 402 Financial Lincoln CFP Percentage of assets, Hourly
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
Andrew Pool Paradigm Wealth Management Lincoln CFP Percentage of assets, Hourly
Eric Horne Arc Element Wealth Design Papillion CFP Percentage of assets, Hourly
Joseph Elsasser Adaptive Advice Omaha CFP Percentage of assets, One-time planning fee
Brian Brown PlanVest Blair CFP Percentage of assets, Hourly
Dennis Peatrowsky Virtue Wealth Counsel Omaha ChFC 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
Dennis Peatrowsky Virtue Wealth Counsel Omaha Not listed Percentage of assets, Hourly
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
Chad Burger Reserve Wealth Planning Omaha Not listed Percentage of assets
Katherine Derisson Fyvie Financial Omaha Not listed Percentage of assets, Hourly
Levi Turner Turner Financial Omaha Not listed Percentage of assets, Fixed fees
Matthew Sorum Adaptive Advice Omaha Not listed Percentage of assets, One-time planning fee
Michael Chochon Adaptive Advice Omaha Not listed Percentage of assets, One-time planning fee
Andrew Arkfeld Arkfeld Wealth Strategies 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
Erin Kinney Arkfeld Wealth Strategies Omaha Not listed Percentage of assets, Hourly
James Hershberger Round Table Investment Strategies Lincoln Not listed Percentage of assets, Fixed fees
Jason Wolff Arkfeld Wealth Strategies Omaha Not listed Percentage of assets, Hourly
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
Tristan Thoms Arkfeld Wealth Strategies Omaha Not listed Percentage of assets, Hourly
Tyler Kanne Convergence Omaha Not listed Percentage of assets, Fixed fees
Logan Hauschild Green Peaks Planning Omaha Not listed Percentage of assets, Hourly
Michael Green EverGreen Capital Management Omaha Not listed Percentage of assets
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
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
Tristan Crook Oldfather Financial Services Kearney CFP Percentage of assets, Hourly
Aaron Hilgemann Bazis Private Wealth Omaha CFA Percentage of assets, Hourly
Frank Stalla Vesteer Wealth Management Omaha CFA Percentage of assets, Fixed fees
Jennifer Schenkelberg Schenkelberg Investments Omaha CFA Percentage of assets, Hourly

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