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Flat-fee financial advisors in Nebraska

How do I find fee-only advisors who charge flat or fixed fees in Nebraska?

In Nebraska, look for a fee-only advisor who quotes a set price rather than a percentage of your assets. Ask for that price in dollars, because many firms offer fixed fees alongside asset-based fees. Records to start with include Andrew Hunt of Hiley Hunt Wealth Management, Inc., Brian Brown of PlanVest and John Posey of Plains Advisory.

Where to start

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

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

By the numbers

Advisors listed
106
Firms
46
Cities
9
Hold the CFP
32%
  • Other credentials: CFA 6% · ChFC 4%
  • How they charge (of 106 with fees on file): percentage of assets 94% · fixed fees 84% · hourly 72% · one-time planning fee 10%

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

Flat-fee financial advisors by state

Questions about flat-fee financial advisors

How many fee-only advisors who charge flat or fixed fees in Nebraska are there?

The Wellspent public graph lists 106 fee-only advisors who charge flat or fixed fees in Nebraska, at 46 firms. We counted every advisor record that fits, as of October 2026.

Where are fee-only advisors who charge flat or fixed fees in Nebraska located?

Of the 106 fee-only advisors who charge flat or fixed fees in Nebraska, 61 are in Omaha, followed by 35 in Lincoln and 4 in Kearney.

How do fee-only advisors who charge flat or fixed fees in Nebraska charge?

The most common fee among fee-only advisors who charge flat or fixed fees in Nebraska is a percentage of assets, used by 94% of the 106 with fees on file. Many use more than one: 84% charge fixed fees and 72% charge by the hour.

How many fee-only advisors who charge flat or fixed fees in Nebraska hold the CFP?

32% of the 106 fee-only advisors who charge flat or fixed fees 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 charge flat or fixed fees?

We count an advisor here when their listing shows a flat fee, or their firm's Form ADV says it charges fixed fees. Many of these firms also charge on assets.

What should I ask fee-only advisors who charge flat or fixed fees in Nebraska?

What is the price in dollars, and what does it include? Will the fee rise as my assets grow? Do you manage investments, or advise on accounts I keep? Is the flat fee your main model, or an option next to asset-based fees?

How current is this list of fee-only advisors who charge flat or fixed fees 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 106 advisors

Flat-fee financial advisors in Nebraska: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
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
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
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
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
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
Randall Jensen Nabity Jensen Investments Omaha CFP One-time planning fee
Sean Toohey Alpine Private Wealth Omaha Not listed Percentage of assets
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
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
Larry Freie Bellwether Wealth Lincoln ChFC 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
Norman Auger Alta Strada Wealth Lincoln Not listed Percentage of assets, Hourly
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
Tyler Woods Alta Strada Wealth Lincoln Not listed Percentage of assets, Hourly
Logan Hauschild Green Peaks Planning Omaha Not listed Percentage of assets, Hourly
Adam Snow Bellwether Wealth Lincoln Not listed Percentage of assets, Hourly
Alan Beaulieu Bellwether Wealth Lincoln Not listed Percentage of assets, Hourly
Clark Bellin Bellwether Wealth Lincoln Not listed Percentage of assets, Hourly

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