Firm
Adaptive Advice
Omaha, Nebraska
Fee-only
Adaptive Advice at a glance
- One of 47 fee-only firms based in Nebraska in the Wellspent graph.
- 3 advisors are listed here; 1 of 3 hold the CFP.
- Its Form ADV reports 4 employees and 18 individual clients, 5 of them high net worth.
- Its average account is about $173,000 (assets it manages divided by its 48 accounts).
Fee-only advisors in Nebraska · What fee-only advisors charge in Nebraska
Facts
| Based in | Omaha, Nebraska |
|---|---|
| Website | adaptiveadvice.com |
| Phone | (402) 281-2486 |
Adaptive Advice fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $500 |
|---|---|
| Asset-based fee | 1.5% a year on the first tier of assets |
| How it charges | Percentage of assets · One-time plans or projects |
In the firm's words
"Financial Planning fees start as low as $500 based on the complexity of a client's situation." source
"$0-$250,000 1.50%" source
"Financial Planning fees start as low as $500 based on the complexity of a client's situation." source
"the ongoing fee is billed based on the assets we manage for you" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $8 million |
| Individual clients | 13 |
| High-net-worth clients | 5 |
| Accounts managed | 48 |
| Employees | 4 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | July 17, 2026 |
| SEC record | CRD 310529 |