Firm
Barrett FP
Gretna, Nebraska
Fee-only
Barrett FP at a glance
- One of 47 fee-only firms based in Nebraska in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee.
- It works with clients virtually as well as in person.
Fee-only advisors in Nebraska · What fee-only advisors charge in Nebraska
Facts
| Based in | Gretna, Nebraska |
|---|---|
| Website | barrettplanning.com |
| [email protected] | |
| Phone | (402) 610-4178 |
Barrett FP fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Hourly | $300 an hour |
|---|---|
| How it charges | Hourly |
In the firm's words
"Hourly Rate $300/hour $500/hour" source
"We offer financial planning on an hourly basis focused entirely on your goals." 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 | Hourly |
|---|---|
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | April 2, 2026 |
| SEC record | CRD 336268 |