Firm
Bazis Private Wealth
Omaha, Nebraska
Fee-only
Bazis Private Wealth at a glance
- One of 47 fee-only firms based in Nebraska in the Wellspent graph.
- 4 advisors are listed here; 1 of 4 hold the CFA.
- Its Form ADV reports 5 employees and 210 individual clients, 84 of them high net worth.
- Its average account is about $461,000 (assets it manages divided by its 530 accounts).
Fee-only advisors in Nebraska · What fee-only advisors charge in Nebraska
Facts
| Based in | Omaha, Nebraska |
|---|---|
| Website | baziswealth.com |
| Phone | (402) 965-3334 |
Bazis Private Wealth fees
Bazis Private Wealth doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 | $244 million |
| Individual clients | 126 |
| High-net-worth clients | 84 |
| Accounts managed | 530 |
| Employees | 5 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-107200) |
| Financial planning | Offered |
| Form ADV filed | March 15, 2026 |
| SEC record | CRD 148605 |