W Wellspent Public advisor graph
Get matched
Wellspent public graph/Locations/United States/Nebraska
United States

Fee-only advisors in Nebraska

Fee-only advisors in Omaha, Lincoln and Kearney, plus 11 other cities.

What fee-only financial advisors charge in Nebraska

By the numbers

The Wellspent public graph lists 144 fee-only financial advisors serving Nebraska at 58 firms, most in Omaha, Lincoln and Kearney. 32% hold the CFP certification. Of the 144 with fees on file, 94% charge percentage of assets.

Advisors listed
144
Firms
58
Cities
15
Hold the CFP
32%
  • Other credentials: CFA 10% · ChFC 3%
  • How they charge (of 144 with fees on file): percentage of assets 94% · fixed fees 62% · hourly 56% · one-time planning fee 8%

Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology

Advisors serving Nebraska (144)

Fee-only advisors serving Nebraska: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Jenn Steliga Coaching-centered planning and accountability for people who feel late in pursuing their own version of financial independence. Find Your FI Omaha CFP Subscription
Andrew Hunt Hiley Hunt Wealth Management, Inc. Omaha CFP, MBA, CAP Percentage of assets, Ongoing planning fee
Zach Lundak Hourly planning for people who manage their own investments and want a professional to make sure nothing is missed. Barrett FP Gretna CFA, CFP Hourly
Dan Stous Flagstone Financial Management Lincoln CFP, MBA Percentage of assets, Hourly
Danny Clare Flagstone Financial Management Lincoln CFP Percentage of assets, Hourly
Matt Buckwalter MJB Financial Planning, LLC Omaha CFP, MS Ongoing planning fee
Michael Johnson Flagstone Financial Management Lincoln CFP, JD, MBA Percentage of assets, Hourly
David Stevens Stevens Capital Partners, Inc. Omaha CFP Percentage of assets, Hourly
Joseph Fowler 402 Financial Lincoln CFP Percentage of assets, Hourly
Aaron Sipherd Sipherd Wealth Management Lincoln CFP, PFS Fixed fees
Brian Jones Systems-based financial planning for teachers, DIYers and FIRE enthusiasts, from a former high school science teacher and coach. Your Everyday ROI Howells Not listed Subscription, One-time planning fee
Hope Dogbevia Keystone Financial Services Omaha CFP Percentage of assets, Fixed fees
John Dannenbring AlphaOmega Wealth Management Lincoln CFP Percentage of assets
Logan Sanders Sanders Retirement Planning Omaha CFP Percentage of assets, Flat fee or retainer
Anders Natter Pittenger & Anderson Lincoln CFP Percentage of assets
Andrew Pool Paradigm Wealth Management Lincoln CFP Percentage of assets, Hourly
Audrey Mines Pittenger & Anderson Lincoln CFP Percentage of assets
Daniel Anderson Pittenger & Anderson Lincoln CFP Percentage of assets
Daniel Frost Pittenger & Anderson Lincoln CFP, CFA Percentage of assets
Diane Klein Pittenger & Anderson Lincoln CFP Percentage of assets
Eric Horne Arc Element Wealth Design Papillion CFP Percentage of assets, Hourly
James Pittenger Pittenger & Anderson Lincoln CFP Percentage of assets
Jon Sevenker Pittenger & Anderson Lincoln CFP Percentage of assets
Joseph Elsasser Adaptive Advice Omaha CFP Percentage of assets, One-time planning fee
Brian Brown PlanVest Blair CFP Percentage of assets, Hourly
Dennis Peatrowsky Virtue Wealth Counsel Omaha ChFC Percentage of assets, Hourly
James Ahlschwede Round Table Investment Strategies Lincoln CFP Percentage of assets, Fixed fees
John Posey Plains Advisory Grand Island CFP Percentage of assets, Ongoing planning fee
Michael Carlson Carlson Wealth Omaha CFP, ChFC, PFS Percentage of assets, Hourly
Phil McDonnell JRM Investment Counsel Omaha CFP Percentage of assets
Shane Riley Pittenger & Anderson Lincoln CFA Percentage of assets
Dennis Peatrowsky Virtue Wealth Counsel Omaha Not listed Percentage of assets, Hourly
Lori Liffring Cambridge Advisors Omaha CFA Percentage of assets, One-time planning fee
Michael Bridgman Cambridge Advisors Omaha ChFC Percentage of assets, One-time planning fee
Scott Leise Sanders Retirement Planning Omaha Not listed Percentage of assets, Flat fee or retainer
Sydney Peatrowsky Virtue Wealth Counsel Omaha Not listed Percentage of assets, Hourly
Blake Anderson Pittenger & Anderson Lincoln Not listed Percentage of assets
Chad Burger Reserve Wealth Planning Omaha Not listed Percentage of assets
Clayton Finck Pittenger & Anderson Lincoln Not listed Percentage of assets
Elizabeth Sydzyik Pittenger & Anderson Lincoln Not listed Percentage of assets
Jaxson Simmerman Pittenger & Anderson Lincoln Not listed Percentage of assets
Julie Sellers Pittenger & Anderson Lincoln Not listed Percentage of assets
Katerina Wiese America First Investment Advisors Omaha CFP Percentage of assets
Katherine Derisson Fyvie Financial Omaha Not listed Percentage of assets, Hourly
Kristin Kliewer Pittenger & Anderson Lincoln Not listed Percentage of assets
Levi Turner Turner Financial Omaha Not listed Percentage of assets, Fixed fees
Matthew Holloway America First Investment Advisors Omaha CFP Percentage of assets
Matthew Sorum Adaptive Advice Omaha Not listed Percentage of assets, One-time planning fee
Michael Chochon Adaptive Advice Omaha Not listed Percentage of assets, One-time planning fee
Randall Jensen Nabity Jensen Investments Omaha CFP One-time planning fee

Firms headquartered in Nebraska (47)