Firm
AlphaOmega Wealth Management
Lincoln, Nebraska
Fee-only
Facts
| Based in | Lincoln, Nebraska |
|---|---|
| Website | wealthao.com |
| [email protected] | |
| Phone | (402) 413-1299 |
AlphaOmega Wealth Management 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.
| Asset-based fee | 1.35% a year on the first tier of assets |
|---|---|
| Account minimum | $500,000 |
| How it charges | Percentage of assets |
In the firm's words
"1.35% on the first $1,000,000 under management" source
"We have a minimum of $500,000 in assets that we would manage in order to be a client." source
"We charge an annual fee based on the assets we manage, otherwise called an "Asset Under Management" (AUM) Fee." 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 · Fixed fees |
|---|---|
| Assets managed | $20 million |
| Individual clients | 20 |
| Financial planning | Offered |
| Form ADV filed | March 25, 2026 |
| SEC record | CRD 318321 |