Financial advisors for estate planning in Nebraska
Which financial advisor should I talk to about estate planning in Nebraska?
For estate planning in Nebraska, talk to a fee-only planner who coordinates with your attorney. The planner works out what you want to happen and how accounts and beneficiaries line up with it, and the attorney drafts the documents. Records to start with include Michael Johnson of Flagstone Financial Management, Jenn Steliga of Find Your FI and Andrew Hunt of Hiley Hunt Wealth Management, Inc..
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Michael Johnson Flagstone Financial Management, Lincoln Holds the CFP and JD. Fees on file: percentage of assets, hourly.
- Jenn Steliga Find Your FI, Omaha Holds the CFP. Fees on file: subscription.
- Andrew Hunt Hiley Hunt Wealth Management, Inc., Omaha Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
- John Dannenbring AlphaOmega Wealth Management, Lincoln Holds the CFP. Fees on file: percentage of assets.
- David Stevens Stevens Capital Partners, Inc., Omaha Holds the CFP. Fees on file: percentage of assets, hourly.
- Hope Dogbevia Keystone Financial Services, Omaha Holds the CFP. Fees on file: percentage of assets, fixed fees.
How many fee-only financial advisors in Nebraska work on estate planning?
The Wellspent public graph lists 28 fee-only advisors for estate planning in Nebraska, at 16 firms. We counted every advisor record that lists this work, as of November 2026.
Where are fee-only advisors for estate planning in Nebraska located?
Of the 28 fee-only advisors for estate planning in Nebraska, 17 are in Omaha, followed by 10 in Lincoln and 1 in Howells.
How do fee-only advisors for estate planning in Nebraska charge?
The most common fee among fee-only advisors for estate planning in Nebraska is a percentage of assets, used by 89% of the 28 with fees on file. Many use more than one: 86% charge fixed fees and 57% charge by the hour.
What credentials should a financial advisor for estate planning have?
For estate planning, look for the CFP and JD. In Nebraska, 39% of the 28 advisors listed hold the CFP.
- CFP39% in Nebraska
- The CFP includes estate planning and keeps it tied to the whole plan.
- JD4% in Nebraska
- A law degree helps a planner read trusts and documents closely.
How do Nebraska advisors for estate planning compare with the rest of the US?
86% of fee-only advisors for estate planning in Nebraska charge fixed fees, compared with 54% of the 6,172 listed across the US. That's the largest difference in the Wellspent public graph between the two groups.
Dark bars are Nebraska. Light bars are all US advisors for estate planning.
Does Nebraska have an inheritance tax?
Yes. Nebraska has an inheritance tax, which falls on some heirs rather than on the estate.
What should I ask a financial advisor about estate planning in Nebraska?
- Do you review my beneficiary designations and account titling?
- Which estate attorneys do you work with, and how do you split the work?
- How would you plan around the state rules that apply to me?
- How often will we revisit the plan?
- Who in my family would owe Nebraska's inheritance tax?
How current is this list of fee-only advisors for estate planning in Nebraska?
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 28 advisors
| 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 |
| Dan Stous | Flagstone Financial Management | Lincoln | CFP, MBA | Percentage of assets, Hourly |
| Danny Clare | Flagstone Financial Management | Lincoln | CFP | Percentage of assets, Hourly |
| 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 |
| 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 |
| Andrew Pool | Paradigm Wealth Management | Lincoln | 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 |
| Dennis Peatrowsky | Virtue Wealth Counsel | Omaha | Not listed | Percentage of assets, Hourly |
| Sydney Peatrowsky | Virtue Wealth Counsel | Omaha | Not listed | Percentage of assets, Hourly |
| Levi Turner | Turner Financial | Omaha | Not listed | Percentage of assets, Fixed fees |
| 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 |
| James Hershberger | Round Table Investment Strategies | Lincoln | Not listed | Percentage of assets, Fixed fees |
| Jason Wolff | Arkfeld Wealth Strategies | Omaha | Not listed | Percentage of assets, Hourly |
| Nathan Magdanz | Convergence | Omaha | Not listed | Percentage of assets, Fixed fees |
| Norman Auger | Alta Strada Wealth | Lincoln | Not listed | Percentage of assets, Hourly |
| Tristan Thoms | Arkfeld Wealth Strategies | Omaha | Not listed | Percentage of assets, Hourly |
| Tyler Kanne | Convergence | Omaha | Not listed | Percentage of assets, Fixed fees |
| Tyler Woods | Alta Strada Wealth | Lincoln | Not listed | Percentage of assets, Hourly |
| Logan Hauschild | Green Peaks Planning | Omaha | Not listed | Percentage of assets, Hourly |
Want a shorter list for estate planning?
Tell us what you need and we'll narrow Nebraska's 28 advisors to the few who fit.
Get matched in 2 minutes