Financial advisors for retirement planning in Lincoln, Nebraska
Which financial advisor should I talk to about retirement planning in Lincoln?
For retirement planning in Lincoln, 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, John Dannenbring of AlphaOmega Wealth Management and Joseph Fowler of 402 Financial.
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 City Holds the CFP. Fees on file: percentage of assets.
- John Dannenbring AlphaOmega Wealth Management, Lincoln City Holds the CFP. Fees on file: percentage of assets.
- Joseph Fowler 402 Financial, Lincoln City Holds the CFP. Fees on file: percentage of assets, hourly.
- Danny Clare Flagstone Financial Management, Lincoln City Holds the CFP. Fees on file: percentage of assets, hourly.
- Andrew Pool Paradigm Wealth Management, Lincoln City Holds the CFP. Fees on file: percentage of assets, hourly.
- James Ahlschwede Round Table Investment Strategies, Lincoln City Holds the CFP. Fees on file: percentage of assets, fixed fees.
How many fee-only financial advisors in Lincoln work on retirement planning?
The Wellspent public graph lists 25 fee-only advisors for retirement planning in Lincoln, at 8 firms. We counted every advisor record that lists this work, as of October 2026.
How do fee-only advisors for retirement planning in Lincoln charge?
The most common fee among fee-only advisors for retirement planning in Lincoln is a percentage of assets, used by 96% of the 25 with fees on file. Many use more than one: 40% charge fixed fees and 28% charge by the hour.
What credentials should a financial advisor for retirement planning have?
For retirement planning, look for the CFP. In Lincoln, 60% of the 25 advisors listed hold the CFP.
- CFP60% in Lincoln
- The CFP covers income, tax, insurance, and estate decisions together.
How do Lincoln advisors for retirement planning compare with the rest of the US?
28% of fee-only advisors for retirement planning in Lincoln 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 Lincoln. 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 Lincoln?
- 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 Lincoln?
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 25 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| 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 |
| Joseph Fowler | 402 Financial | Lincoln | CFP | Percentage of assets, Hourly |
| Aaron Sipherd | Sipherd Wealth Management | Lincoln | CFP, PFS | Fixed fees |
| John Dannenbring | AlphaOmega Wealth Management | Lincoln | CFP | Percentage of assets |
| 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 |
| James Pittenger | Pittenger & Anderson | Lincoln | CFP | Percentage of assets |
| Jon Sevenker | Pittenger & Anderson | Lincoln | CFP | Percentage of assets |
| James Ahlschwede | Round Table Investment Strategies | Lincoln | CFP | Percentage of assets, Fixed fees |
| Shane Riley | Pittenger & Anderson | Lincoln | CFA | Percentage of assets |
| Blake Anderson | Pittenger & Anderson | Lincoln | 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 |
| James Hershberger | Round Table Investment Strategies | Lincoln | Not listed | Percentage of assets, Fixed fees |
| Norman Auger | Alta Strada Wealth | Lincoln | Not listed | Percentage of assets, Hourly |
| Tyler Woods | Alta Strada Wealth | Lincoln | Not listed | Percentage of assets, Hourly |
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