Firm
Sanders Retirement Planning
Omaha, Nebraska
Fee-only
Facts
| Based in | Omaha, Nebraska |
|---|---|
| Website | sandersretirement.com |
| Phone | (402) 933-4101 |
Sanders Retirement 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.
| One-time plan | From $5,000 |
|---|---|
| Asset-based fee | 1.5% a year on the first tier of assets |
| How it charges | Percentage of assets · Flat fee · Ongoing planning fee · One-time plans or projects |
In the firm's words
"One-time standalone planning engagements typically cost between $5,000 and $7,000." source
"$0 –$250,000 = 1.50%" source
"our services are typically most cost-effective for those with investable assets of $500,000 or more." source
"Assets Under Management (AUM): Fees are based on the value of the assets we manage for you" 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $62 million |
| Individual clients | 48 |
| Financial planning | Offered |
| Form ADV filed | March 24, 2026 |
| SEC record | CRD 333590 |