Fee-only financial advisors in Omaha, Nebraska
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Matt Buckwalter MJB Financial Planning, LLC Holds the CFP. Fees on file: ongoing planning fee.
- Andrew Hunt Hiley Hunt Wealth Management, Inc. Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
- Jenn Steliga Find Your FI Holds the CFP. Fees on file: subscription.
- Logan Sanders Sanders Retirement Planning Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
- Randall Jensen Nabity Jensen Investments Holds the CFP. Fees on file: one-time planning fee.
- Eric Ball America First Investment Advisors Holds the CFA. Fees on file: percentage of assets.
By the numbers
- Advisors listed
- 79
- Firms
- 35
- Hold the CFP
- 29%
- Other credentials: CFA 11% · ChFC 4%
- How they charge (of 79 with fees on file): percentage of assets 96% · fixed fees 59% · hourly 49% · one-time planning fee 13%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Find an advisor in Omaha by what you need
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Questions about fee-only advisors in Omaha
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.
All 79 advisors in Omaha
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| 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 |
| Matt Buckwalter | MJB Financial Planning, LLC | Omaha | CFP, MS | Ongoing planning fee |
| David Stevens | Stevens Capital Partners, Inc. | Omaha | CFP | Percentage of assets, Hourly |
| Hope Dogbevia | Keystone Financial Services | Omaha | CFP | Percentage of assets, Fixed fees |
| Logan Sanders | Sanders Retirement Planning | Omaha | CFP | Percentage of assets, Flat fee or retainer |
| Joseph Elsasser | Adaptive Advice | Omaha | CFP | Percentage of assets, One-time planning fee |
| Dennis Peatrowsky | Virtue Wealth Counsel | Omaha | ChFC | Percentage of assets, Hourly |
| Michael Carlson | Carlson Wealth | Omaha | CFP, ChFC, PFS | Percentage of assets, Hourly |
| Phil McDonnell | JRM Investment Counsel | Omaha | CFP | 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 |
| Chad Burger | Reserve Wealth Planning | Omaha | 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 |
| 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 |
| Sean Toohey | Alpine Private Wealth | Omaha | Not listed | Percentage of assets |
| Andrew Arkfeld | Arkfeld Wealth Strategies | Omaha | Not listed | Percentage of assets, Hourly |
| Andrew Wacker | Convergence | Omaha | Not listed | Percentage of assets, Fixed fees |
| Colton Koehler | Convergence | Omaha | Not listed | Percentage of assets, Fixed fees |
| Erin Kinney | Arkfeld Wealth Strategies | Omaha | Not listed | Percentage of assets, Hourly |
| Jason Wolff | Arkfeld Wealth Strategies | Omaha | Not listed | Percentage of assets, Hourly |
| Jonathan Spangler | Cambridge Advisors | Omaha | Not listed | Percentage of assets, One-time planning fee |
| Justin Anderson | Cambridge Advisors | Omaha | Not listed | Percentage of assets, One-time planning fee |
| Matthew Samson | ILS Financial | Omaha | Not listed | Percentage of assets, Hourly |
| Nathan Magdanz | Convergence | Omaha | Not listed | Percentage of assets, Fixed fees |
| Spencer Schneider | Schneider Wealth Management | Omaha | Not listed | Percentage of assets, Fixed fees |
| Tristan Thoms | Arkfeld Wealth Strategies | Omaha | Not listed | Percentage of assets, Hourly |
| Tyler Kanne | Convergence | Omaha | Not listed | Percentage of assets, Fixed fees |
| Barry Dunaway | America First Investment Advisors | Omaha | CFA | Percentage of assets |
| Eric Ball | America First Investment Advisors | Omaha | CFA | Percentage of assets |
| Jack McDonnell | JRM Investment Counsel | Omaha | Not listed | Percentage of assets |
| Lauren McDonnell | JRM Investment Counsel | Omaha | Not listed | Percentage of assets |
| Logan Hauschild | Green Peaks Planning | Omaha | Not listed | Percentage of assets, Hourly |
| Amy Byrne | America First Investment Advisors | Omaha | Not listed | Percentage of assets |
| Andrew Holloway | America First Investment Advisors | Omaha | Not listed | Percentage of assets |
| Michael Green | EverGreen Capital Management | Omaha | Not listed | Percentage of assets |
| Stephen Perry | America First Investment Advisors | Omaha | Not listed | Percentage of assets |
| Allison Cerven | Cornerstone Financial Group | Omaha | CFP | Percentage of assets, Hourly |
| Bryce Koch | Hiley Hunt Wealth Management | Omaha | CFP | Percentage of assets, Hourly |
| Carter Masteller | Stevens Capital Partners | Omaha | CFP | Percentage of assets, Hourly |
| Colin Longacre | Prairie Wealth Advisors | Omaha | CFP | Percentage of assets, Hourly |
| Jason Hiley | Hiley Hunt Wealth Management | Omaha | CFP | Percentage of assets, Hourly |
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