Firm
Nabity Jensen Investments
Omaha, Nebraska
Fee-only
Nabity Jensen Investments at a glance
- One of 47 fee-only firms based in Nebraska in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 3 employees and 87 individual clients, 42 of them high net worth.
- Its average account is about $1.2 million (assets it manages divided by its 217 accounts).
Fee-only advisors in Nebraska · What fee-only advisors charge in Nebraska
Facts
| Based in | Omaha, Nebraska |
|---|---|
| Website | nabityjensen.com |
| [email protected] | |
| Phone | (402) 391-1021 |
Nabity Jensen Investments fees
Nabity Jensen Investments doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: one-time plans or projects. 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 | $258 million |
| Individual clients | 45 |
| High-net-worth clients | 42 |
| Accounts managed | 217 |
| Employees | 3 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-118341) |
| Financial planning | Offered |
| Form ADV filed | March 6, 2026 |
| SEC record | CRD 128455 |