Firm
Sipherd Wealth Management
Lincoln, Nebraska
Fee-only
Facts
| Based in | Lincoln, Nebraska |
|---|---|
| Website | sipherdwealth.com |
| Phone | (402) 488-5656 |
Sipherd Wealth Management fees
Sipherd Wealth Management 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 | Fixed fees |
|---|---|
| Individual clients | 13 |
| Financial planning | Offered |
| Form ADV filed | March 3, 2026 |
| SEC record | CRD 150011 |