Financial advisors for retirement planning in Nebraska
Which financial advisor should I talk to about retirement planning in Nebraska?
For retirement planning in Nebraska, talk to a fee-only planner who builds a withdrawal plan, not only an investment portfolio. Look for someone who works out where your income comes from each year, in what order, and what tax it triggers. Records to start with include Diane Klein of Pittenger & Anderson, Matt Buckwalter of MJB Financial Planning, LLC and John Dannenbring of AlphaOmega Wealth Management.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Diane Klein Pittenger & Anderson, Lincoln Holds the CFP. Fees on file: percentage of assets.
- Matt Buckwalter MJB Financial Planning, LLC, Omaha Holds the CFP. Fees on file: ongoing planning fee.
- John Dannenbring AlphaOmega Wealth Management, Lincoln Holds the CFP. Fees on file: percentage of assets.
- John Posey Plains Advisory, Grand Island Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
- Zach Lundak Barrett FP, Gretna Holds the CFP. Fees on file: hourly.
- Logan Sanders Sanders Retirement Planning, Omaha Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
How many fee-only financial advisors in Nebraska work on retirement planning?
The Wellspent public graph lists 60 fee-only advisors for retirement planning in Nebraska, at 29 firms. We counted every advisor record that lists this work, as of November 2026.
Where are fee-only advisors for retirement planning in Nebraska located?
Of the 60 fee-only advisors for retirement planning in Nebraska, 30 are in Omaha, followed by 25 in Lincoln and 1 in Gretna.
Plus 2 in other cities.
How do fee-only advisors for retirement planning in Nebraska charge?
The most common fee among fee-only advisors for retirement planning in Nebraska is a percentage of assets, used by 92% of the 60 with fees on file. Many use more than one: 45% charge fixed fees and 37% charge by the hour.
What credentials should a financial advisor for retirement planning have?
For retirement planning, look for the CFP. In Nebraska, 43% of the 60 advisors listed hold the CFP.
- CFP43% in Nebraska
- The CFP covers income, tax, insurance, and estate decisions together.
How do Nebraska advisors for retirement planning compare with the rest of the US?
37% of fee-only advisors for retirement planning in Nebraska charge by the hour, compared with 45% of the 7,304 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 retirement planning.
Does Nebraska tax Social Security?
No. Nebraska doesn't tax Social Security. Its treatment of IRA withdrawals and pensions has its own rules, so ask to see them in your plan.
What should I ask a financial advisor about retirement planning in Nebraska?
- How do you decide which accounts I draw from first?
- When would you have me claim Social Security, and why?
- How do you handle a bad market in my first years of retirement?
- Will you run Roth conversion scenarios for me each year?
- How does Nebraska tax each source of my retirement income?
How current is this list of fee-only advisors for retirement 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 60 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 |
| 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 |
| 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 |
| 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 |
| Kristin Kliewer | Pittenger & Anderson | Lincoln | Not listed | Percentage of assets |
| Levi Turner | Turner Financial | Omaha | Not listed | Percentage of assets, Fixed fees |
| 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 |
| 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 |
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