Firm
Reserve Wealth Planning
Omaha, Nebraska
Fee-only
Reserve Wealth Planning at a glance
- One of 47 fee-only firms based in Nebraska in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 21 individual clients, 1 of them high net worth.
- Its average account is about $82,000 (assets it manages divided by its 41 accounts).
Fee-only advisors in Nebraska · What fee-only advisors charge in Nebraska
Facts
| Based in | Omaha, Nebraska |
|---|---|
| Website | reservewealthplanning.com |
| Phone | (402) 669-9989 |
Reserve Wealth Planning 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 | 1.5% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"1.5% investment fee up to 2 million" 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 |
|---|---|
| Assets managed | $3 million |
| Individual clients | 20 |
| High-net-worth clients | 1 |
| Accounts managed | 41 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | February 28, 2026 |
| SEC record | CRD 325033 |