Financial advisors for retirement planning in Omaha, Nebraska
Which financial advisor should I talk to about retirement planning in Omaha?
For retirement planning in Omaha, 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 Matt Buckwalter of MJB Financial Planning, LLC, Logan Sanders of Sanders Retirement Planning and Joseph Elsasser of Adaptive Advice.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Matt Buckwalter MJB Financial Planning, LLC, Omaha City Holds the CFP. Fees on file: ongoing planning fee.
- Logan Sanders Sanders Retirement Planning, Omaha City Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
- Joseph Elsasser Adaptive Advice, Omaha City Holds the CFP. Fees on file: percentage of assets, one-time planning fee.
- Jenn Steliga Find Your FI, Omaha City Holds the CFP. Fees on file: subscription.
- Andrew Hunt Hiley Hunt Wealth Management, Inc., Omaha City Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
- Michael Carlson Carlson Wealth, Omaha City Holds the CFP. Fees on file: percentage of assets, hourly.
How many fee-only financial advisors in Omaha work on retirement planning?
The Wellspent public graph lists 30 fee-only advisors for retirement planning in Omaha, at 16 firms. We counted every advisor record that lists this work, as of October 2026.
How do fee-only advisors for retirement planning in Omaha charge?
The most common fee among fee-only advisors for retirement planning in Omaha is a percentage of assets, used by 93% of the 30 with fees on file. Many use more than one: 53% 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 Omaha, 23% of the 30 advisors listed hold the CFP.
- CFP23% in Omaha
- The CFP covers income, tax, insurance, and estate decisions together.
How do Omaha advisors for retirement planning compare with the rest of the US?
23% of fee-only advisors for retirement planning in Omaha hold the CFP, compared with 46% 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 Omaha. 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 Omaha?
- 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 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 30 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 |
| Matt Buckwalter | MJB Financial Planning, LLC | Omaha | CFP, MS | Ongoing planning fee |
| David Stevens | Stevens Capital Partners, Inc. | Omaha | CFP | Percentage of assets, Hourly |
| 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 |
| 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 |
| 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 |
| 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 |
| Logan Hauschild | Green Peaks Planning | Omaha | Not listed | Percentage of assets, Hourly |
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