# Fee-only financial advisors in Omaha, Nebraska > Start with a fee-only advisor in Omaha whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Matt Buckwalter of MJB Financial Planning, LLC, Andrew Hunt of Hiley Hunt Wealth Management, Inc. and Jenn Steliga of Find Your FI, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/nebraska/omaha/ 79 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which fee-only financial advisor should I talk to in Omaha? Start with a fee-only advisor in Omaha whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Matt Buckwalter of MJB Financial Planning, LLC, Andrew Hunt of Hiley Hunt Wealth Management, Inc. and Jenn Steliga of Find Your FI, chosen for their credentials and fees on file. ## How many fee-only advisors in Omaha are there? The Wellspent public graph lists 79 fee-only advisors in Omaha, at 35 firms. We counted every advisor record that fits, as of October 2026. ## What do fee-only advisors in Omaha focus on? The most common focus among fee-only advisors in Omaha is retirement planning (30), followed by estate planning (17) and retirees (17). Advisors can list more than one. ## How do fee-only advisors in Omaha charge? The most common fee among fee-only advisors in Omaha is a percentage of assets, used by 96% of the 79 with fees on file. Many use more than one: 59% charge fixed fees and 49% charge by the hour. ## How many fee-only advisors in Omaha hold the CFP? 29% of the 79 fee-only advisors in Omaha hold the CFP certification, based on the credentials listed on each record. ## Does Nebraska tax income on top of federal tax? Yes. Nebraska has a state income tax, so a financial plan for a Nebraska resident should project it alongside federal tax. ## How current is this list of fee-only advisors in Omaha? Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Jenn Steliga](https://find.wellspent.co/advisors/jenn-steliga.md) | Find Your FI | Omaha, Nebraska | CFP | Subscription | | [Andrew Hunt](https://find.wellspent.co/advisors/andrew-hunt.md) | Hiley Hunt Wealth Management, Inc. | Omaha, Nebraska | CFP, MBA, CAP | Percentage of assets, Ongoing planning fee | | [Matt Buckwalter](https://find.wellspent.co/advisors/matt-buckwalter.md) | MJB Financial Planning, LLC | Omaha, Nebraska | CFP, MS | Ongoing planning fee | | [David Stevens](https://find.wellspent.co/advisors/david-stevens.md) | Stevens Capital Partners, Inc. | Omaha, Nebraska | CFP | Percentage of assets, Hourly, Fixed fees | | [Hope Dogbevia](https://find.wellspent.co/advisors/hope-dogbevia.md) | Keystone Financial Services | Omaha, Nebraska | CFP | Percentage of assets, Fixed fees | | [Logan Sanders](https://find.wellspent.co/advisors/logan-sanders.md) | Sanders Retirement Planning | Omaha, Nebraska | CFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Joseph Elsasser](https://find.wellspent.co/advisors/joseph-elsasser.md) | Adaptive Advice | Omaha, Nebraska | CFP | Percentage of assets, One-time planning fee | | [Dennis Peatrowsky](https://find.wellspent.co/advisors/dennis-peatrowsky-7358330.md) | Virtue Wealth Counsel | Omaha, Nebraska | ChFC | Percentage of assets, Hourly, Fixed fees | | [Michael Carlson](https://find.wellspent.co/advisors/michael-carlson.md) | Carlson Wealth | Omaha, Nebraska | CFP, ChFC, PFS | Percentage of assets, Hourly | | [Phil McDonnell](https://find.wellspent.co/advisors/phil-mcdonnell.md) | JRM Investment Counsel | Omaha, Nebraska | CFP | Percentage of assets | | [Dennis Peatrowsky](https://find.wellspent.co/advisors/dennis-peatrowsky.md) | Virtue Wealth Counsel | Omaha, Nebraska | | Percentage of assets, Hourly, Fixed fees | | [Lori Liffring](https://find.wellspent.co/advisors/lori-liffring.md) | Cambridge Advisors | Omaha, Nebraska | CFA | Percentage of assets, One-time planning fee | | [Michael Bridgman](https://find.wellspent.co/advisors/michael-bridgman.md) | Cambridge Advisors | Omaha, Nebraska | ChFC | Percentage of assets, One-time planning fee | | [Scott Leise](https://find.wellspent.co/advisors/scott-leise.md) | Sanders Retirement Planning | Omaha, Nebraska | | Percentage of assets, Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Sydney Peatrowsky](https://find.wellspent.co/advisors/sydney-peatrowsky.md) | Virtue Wealth Counsel | Omaha, Nebraska | | Percentage of assets, Hourly, Fixed fees | | [Chad Burger](https://find.wellspent.co/advisors/chad-burger.md) | Reserve Wealth Planning | Omaha, Nebraska | | Percentage of assets | | [Katerina Wiese](https://find.wellspent.co/advisors/katerina-wiese.md) | America First Investment Advisors | Omaha, Nebraska | CFP | Percentage of assets | | [Katherine Derisson](https://find.wellspent.co/advisors/katherine-derisson.md) | Fyvie Financial | Omaha, Nebraska | | Percentage of assets, Hourly, Fixed fees | | [Levi Turner](https://find.wellspent.co/advisors/levi-turner.md) | Turner Financial | Omaha, Nebraska | | Percentage of assets, Fixed fees | | [Matthew Holloway](https://find.wellspent.co/advisors/matthew-holloway.md) | America First Investment Advisors | Omaha, Nebraska | CFP | Percentage of assets | | [Matthew Sorum](https://find.wellspent.co/advisors/matthew-sorum.md) | Adaptive Advice | Omaha, Nebraska | | Percentage of assets, One-time planning fee | | [Michael Chochon](https://find.wellspent.co/advisors/michael-chochon.md) | Adaptive Advice | Omaha, Nebraska | | Percentage of assets, One-time planning fee | | [Randall Jensen](https://find.wellspent.co/advisors/randall-jensen.md) | Nabity Jensen Investments | Omaha, Nebraska | CFP | One-time planning fee | | [Sean Toohey](https://find.wellspent.co/advisors/sean-toohey.md) | Alpine Private Wealth | Omaha, Nebraska | | Percentage of assets | | [Andrew Arkfeld](https://find.wellspent.co/advisors/andrew-arkfeld.md) | Arkfeld Wealth Strategies | Omaha, Nebraska | | Percentage of assets, Hourly, Fixed fees | | [Andrew Wacker](https://find.wellspent.co/advisors/andrew-wacker.md) | Convergence | Omaha, Nebraska | | Percentage of assets, Fixed fees | | [Colton Koehler](https://find.wellspent.co/advisors/colton-koehler.md) | Convergence | Omaha, Nebraska | | Percentage of assets, Fixed fees | | [Erin Kinney](https://find.wellspent.co/advisors/erin-kinney.md) | Arkfeld Wealth Strategies | Omaha, Nebraska | | Percentage of assets, Hourly, Fixed fees | | [Jason Wolff](https://find.wellspent.co/advisors/jason-wolff.md) | Arkfeld Wealth Strategies | Omaha, Nebraska | | Percentage of assets, Hourly, Fixed fees | | [Jonathan Spangler](https://find.wellspent.co/advisors/jonathan-spangler.md) | Cambridge Advisors | Omaha, Nebraska | | Percentage of assets, One-time planning fee | | [Justin Anderson](https://find.wellspent.co/advisors/justin-anderson.md) | Cambridge Advisors | Omaha, Nebraska | | Percentage of assets, One-time planning fee | | [Matthew Samson](https://find.wellspent.co/advisors/matthew-samson.md) | ILS Financial | Omaha, Nebraska | | Percentage of assets, Hourly, Fixed fees | | [Nathan Magdanz](https://find.wellspent.co/advisors/nathan-magdanz.md) | Convergence | Omaha, Nebraska | | Percentage of assets, Fixed fees | | [Spencer Schneider](https://find.wellspent.co/advisors/spencer-schneider.md) | Schneider Wealth Management | Omaha, Nebraska | | Percentage of assets, Fixed fees | | [Tristan Thoms](https://find.wellspent.co/advisors/tristan-thoms.md) | Arkfeld Wealth Strategies | Omaha, Nebraska | | Percentage of assets, Hourly, Fixed fees | | [Tyler Kanne](https://find.wellspent.co/advisors/tyler-kanne.md) | Convergence | Omaha, Nebraska | | Percentage of assets, Fixed fees | | [Barry Dunaway](https://find.wellspent.co/advisors/barry-dunaway.md) | America First Investment Advisors | Omaha, Nebraska | CFA | Percentage of assets | | [Eric Ball](https://find.wellspent.co/advisors/eric-ball.md) | America First Investment Advisors | Omaha, Nebraska | CFA | Percentage of assets | | [Jack McDonnell](https://find.wellspent.co/advisors/jack-mcdonnell.md) | JRM Investment Counsel | Omaha, Nebraska | | Percentage of assets | | [Lauren McDonnell](https://find.wellspent.co/advisors/lauren-mcdonnell.md) | JRM Investment Counsel | Omaha, Nebraska | | Percentage of assets | | [Logan Hauschild](https://find.wellspent.co/advisors/logan-hauschild.md) | Green Peaks Planning | Omaha, Nebraska | | Percentage of assets, Hourly, Fixed fees | | [Amy Byrne](https://find.wellspent.co/advisors/amy-byrne.md) | America First Investment Advisors | Omaha, Nebraska | | Percentage of assets | | [Andrew Holloway](https://find.wellspent.co/advisors/andrew-holloway.md) | America First Investment Advisors | Omaha, Nebraska | | Percentage of assets | | [Michael Green](https://find.wellspent.co/advisors/michael-green.md) | EverGreen Capital Management | Omaha, Nebraska | | Percentage of assets | | [Stephen Perry](https://find.wellspent.co/advisors/stephen-perry.md) | America First Investment Advisors | Omaha, Nebraska | | Percentage of assets | | [Allison Cerven](https://find.wellspent.co/advisors/allison-cerven.md) | Cornerstone Financial Group | Omaha, Nebraska | CFP | Percentage of assets, Hourly, Fixed fees | | [Bryce Koch](https://find.wellspent.co/advisors/bryce-koch.md) | Hiley Hunt Wealth Management | Omaha, Nebraska | CFP | Percentage of assets, Hourly, Fixed fees | | [Carter Masteller](https://find.wellspent.co/advisors/carter-masteller.md) | Stevens Capital Partners | Omaha, Nebraska | CFP | Percentage of assets, Hourly, Fixed fees | | [Colin Longacre](https://find.wellspent.co/advisors/colin-longacre.md) | Prairie Wealth Advisors | Omaha, Nebraska | CFP | Percentage of assets, Hourly, Fixed fees | | [Jason Hiley](https://find.wellspent.co/advisors/jason-hiley.md) | Hiley Hunt Wealth Management | Omaha, Nebraska | CFP | Percentage of assets, Hourly, Fixed fees | | [Kevin Murphy](https://find.wellspent.co/advisors/kevin-murphy.md) | Stevens Capital Partners | Omaha, Nebraska | CFP | Percentage of assets, Hourly, Fixed fees | | [Michele Prell](https://find.wellspent.co/advisors/michele-prell.md) | Stevens Capital Partners | Omaha, Nebraska | CFP | Percentage of assets, Hourly, Fixed fees | | [Reuben Brauer](https://find.wellspent.co/advisors/reuben-brauer.md) | Cornerstone Financial Group | Omaha, Nebraska | CFP | Percentage of assets, Hourly, Fixed fees | | [Ronny Miller](https://find.wellspent.co/advisors/ronny-miller.md) | Guide Rock Capital Management | Omaha, Nebraska | CFP | Percentage of assets, Hourly, Fixed fees | | [Spencer Schwarting](https://find.wellspent.co/advisors/spencer-schwarting.md) | Cornerstone Financial Group | Omaha, Nebraska | CFP | Percentage of assets, Hourly, Fixed fees | | [Terrance Hutchins](https://find.wellspent.co/advisors/terrance-hutchins.md) | Stevens Capital Partners | Omaha, Nebraska | CFP | Percentage of assets, Hourly, Fixed fees | | [Aaron Hilgemann](https://find.wellspent.co/advisors/aaron-hilgemann.md) | Bazis Private Wealth | Omaha, Nebraska | CFA | Percentage of assets, Hourly, Fixed fees | | [David Perkins](https://find.wellspent.co/advisors/david-perkins-4219110.md) | Ironvine Capital Partners | Omaha, Nebraska | CFA | Percentage of assets | | [Eric Ruden](https://find.wellspent.co/advisors/eric-ruden.md) | Ironvine Capital Partners | Omaha, Nebraska | CFA | Percentage of assets | | [Frank Stalla](https://find.wellspent.co/advisors/frank-stalla.md) | Vesteer Wealth Management | Omaha, Nebraska | CFA | Percentage of assets, Fixed fees | | [Jennifer Schenkelberg](https://find.wellspent.co/advisors/jennifer-schenkelberg.md) | Schenkelberg Investments | Omaha, Nebraska | CFA | Percentage of assets, Hourly, Fixed fees | | [Matthew Barnes](https://find.wellspent.co/advisors/matthew-barnes.md) | Ironvine Capital Partners | Omaha, Nebraska | CFA | Percentage of assets | | [Aaron Homan](https://find.wellspent.co/advisors/aaron-homan.md) | Prairie Wealth Advisors | Omaha, Nebraska | | Percentage of assets, Hourly, Fixed fees | | [Andrew Lamer](https://find.wellspent.co/advisors/andrew-lamer.md) | Bazis Private Wealth | Omaha, Nebraska | | Percentage of assets, Hourly, Fixed fees | | [Brooke Wimes](https://find.wellspent.co/advisors/brooke-wimes.md) | Prairie Wealth Advisors | Omaha, Nebraska | | Percentage of assets, Hourly, Fixed fees | | [Brooks Call](https://find.wellspent.co/advisors/brooks-call.md) | Lakewood Asset Management | Omaha, Nebraska | | Percentage of assets, Fixed fees | | [David Hoppen](https://find.wellspent.co/advisors/david-hoppen.md) | Cornerstone Financial Group | Omaha, Nebraska | | Percentage of assets, Hourly, Fixed fees | | [Duane Bazis](https://find.wellspent.co/advisors/duane-bazis.md) | Bazis Private Wealth | Omaha, Nebraska | | Percentage of assets, Hourly, Fixed fees | | [Finn Lucas](https://find.wellspent.co/advisors/finn-lucas.md) | Ironvine Capital Partners | Omaha, Nebraska | | Percentage of assets | | [James Brauer](https://find.wellspent.co/advisors/james-brauer.md) | Cornerstone Financial Group | Omaha, Nebraska | | Percentage of assets, Hourly, Fixed fees | | [Jason Wintersteen](https://find.wellspent.co/advisors/jason-wintersteen.md) | Stevens Capital Partners | Omaha, Nebraska | | Percentage of assets, Hourly, Fixed fees | | [Kimberly Baker](https://find.wellspent.co/advisors/kimberly-baker.md) | Prairie Wealth Advisors | Omaha, Nebraska | | Percentage of assets, Hourly, Fixed fees | | [Patrick Tucker](https://find.wellspent.co/advisors/patrick-tucker.md) | True Measure Wealth Management | Omaha, Nebraska | | Percentage of assets, Hourly, Fixed fees | | [Paula Deitering](https://find.wellspent.co/advisors/paula-deitering.md) | Prairie Wealth Advisors | Omaha, Nebraska | | Percentage of assets, Hourly, Fixed fees | | [Richard McGinness](https://find.wellspent.co/advisors/richard-mcginness.md) | Bazis Private Wealth | Omaha, Nebraska | | Percentage of assets, Hourly, Fixed fees | | [Ryan Mendlik](https://find.wellspent.co/advisors/ryan-mendlik.md) | Ironvine Capital Partners | Omaha, Nebraska | | Percentage of assets | | [Ryan Pramberg](https://find.wellspent.co/advisors/ryan-pramberg.md) | Stevens Capital Partners | Omaha, Nebraska | | Percentage of assets, Hourly, Fixed fees | | [Trent Smalley](https://find.wellspent.co/advisors/trent-smalley.md) | Jersey Shore Portfolio Management | Omaha, Nebraska | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [William Miller](https://find.wellspent.co/advisors/william-miller-7722914.md) | Guide Rock Capital Management | Omaha, Nebraska | | Percentage of assets, Hourly, Fixed fees | ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).