Firm
Find Your FI
Omaha, Nebraska
Fee-only
Find Your FI 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.
- Its website says it's taking new clients.
- 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 | Omaha, Nebraska |
|---|---|
| Website | findyourfi.net |
| [email protected] |
Find Your FI 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.
| Ongoing planning | From $5,500 a year |
|---|---|
| One-time plan | From $8,500 |
| Account minimum | None |
| How it charges | Flat fee · Ongoing planning fee · One-time plans or projects |
In the firm's words
"Flat fee of $8,500." source
"Follow-on years are $5,500 billed quarterly in 4 equal installments of $1,375." source
"I do not have a minimum requirement for assets, primarily because I do not manage assets." source
"Flat fee of $8,500." 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 · Fixed fees |
|---|---|
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 27, 2026 |
| SEC record | CRD 322147 |