# Financial advisors for tax planning in Nebraska > For tax planning in Nebraska, talk to a fee-only planner who plans tax across years, not one who only looks back at last year's return. Ask whether they prepare returns or work alongside your preparer, because that changes who does what. Records to start with include John Dannenbring of AlphaOmega Wealth Management, Matt Buckwalter of MJB Financial Planning, LLC and Logan Sanders of Sanders Retirement Planning. Page: https://find.wellspent.co/specialties/tax-planning/nebraska/ 28 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which financial advisor should I talk to about tax planning in Nebraska? For tax planning in Nebraska, talk to a fee-only planner who plans tax across years, not one who only looks back at last year's return. Ask whether they prepare returns or work alongside your preparer, because that changes who does what. Records to start with include John Dannenbring of AlphaOmega Wealth Management, Matt Buckwalter of MJB Financial Planning, LLC and Logan Sanders of Sanders Retirement Planning. - [John Dannenbring](https://find.wellspent.co/advisors/john-dannenbring/), AlphaOmega Wealth Management, Lincoln. Holds the CFP. Fees on file: percentage of assets. - [Matt Buckwalter](https://find.wellspent.co/advisors/matt-buckwalter/), MJB Financial Planning, LLC, Omaha. Holds the CFP. Fees on file: ongoing planning fee. - [Logan Sanders](https://find.wellspent.co/advisors/logan-sanders/), Sanders Retirement Planning, Omaha. Holds the CFP. Fees on file: percentage of assets, flat fee or retainer. - [Jenn Steliga](https://find.wellspent.co/advisors/jenn-steliga/), Find Your FI, Omaha. Holds the CFP. Fees on file: subscription. - [Joseph Elsasser](https://find.wellspent.co/advisors/joseph-elsasser/), Adaptive Advice, Omaha. Holds the CFP. Fees on file: percentage of assets, one-time planning fee. - [Zach Lundak](https://find.wellspent.co/advisors/zach-lundak/), Barrett FP, Gretna. Holds the CFP. Fees on file: hourly. ## How many fee-only financial advisors in Nebraska work on tax planning? The Wellspent public graph lists 28 fee-only advisors for tax planning in Nebraska, at 19 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for tax planning in Nebraska located? Of the 28 fee-only advisors for tax planning in Nebraska, 15 are in Omaha, followed by 11 in Lincoln and 1 in Gretna. ## How do fee-only advisors for tax planning in Nebraska charge? The most common fee among fee-only advisors for tax planning in Nebraska is a percentage of assets, used by 86% of the 28 with fees on file. Many use more than one: 64% charge fixed fees and 50% charge by the hour. ## What credentials should a financial advisor for tax planning have? For tax planning, look for the CFP. In Nebraska, 57% of the 28 advisors listed hold the CFP. - CFP (57% of advisors listed): The CFP connects tax decisions to the rest of the plan. ## How do Nebraska advisors for tax planning compare with the rest of the US? 64% of fee-only advisors for tax planning in Nebraska charge fixed fees, compared with 50% of the 5,860 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## 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. ## What should I ask a financial advisor about tax planning in Nebraska? - Do you prepare my return, or coordinate with my preparer? - Will you give me a written multi-year tax projection? - What tax decisions would you want to make with me before year end? - How do you weigh tax savings against investment risk? - How will you plan for Nebraska tax alongside federal tax? ## How current is this list of fee-only advisors for tax 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. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Jenn Steliga](https://find.wellspent.co/advisors/jenn-steliga.md) | Find Your FI | Omaha, Nebraska | CFP | Subscription | | [Zach Lundak](https://find.wellspent.co/advisors/zach-lundak.md) | Barrett FP | Gretna, Nebraska | CFA, CFP | Hourly | | [Dan Stous](https://find.wellspent.co/advisors/dan-stous.md) | Flagstone Financial Management | Lincoln, Nebraska | CFP, MBA | Percentage of assets, Hourly, Fixed fees | | [Danny Clare](https://find.wellspent.co/advisors/danny-clare.md) | Flagstone Financial Management | Lincoln, Nebraska | CFP | Percentage of assets, Hourly, Fixed fees | | [Matt Buckwalter](https://find.wellspent.co/advisors/matt-buckwalter.md) | MJB Financial Planning, LLC | Omaha, Nebraska | CFP, MS | Ongoing planning fee | | [Michael Johnson](https://find.wellspent.co/advisors/michael-johnson.md) | Flagstone Financial Management | Lincoln, Nebraska | CFP, JD, MBA | Percentage of assets, Hourly, Fixed fees | | [David Stevens](https://find.wellspent.co/advisors/david-stevens.md) | Stevens Capital Partners, Inc. | Omaha, Nebraska | CFP | Percentage of assets, Hourly, Fixed fees | | [Joseph Fowler](https://find.wellspent.co/advisors/joseph-fowler.md) | 402 Financial | Lincoln, Nebraska | CFP | Percentage of assets, Hourly, Fixed fees | | [Aaron Sipherd](https://find.wellspent.co/advisors/aaron-sipherd.md) | Sipherd Wealth Management | Lincoln, Nebraska | CFP, PFS | Fixed fees | | [Hope Dogbevia](https://find.wellspent.co/advisors/hope-dogbevia.md) | Keystone Financial Services | Omaha, Nebraska | CFP | Percentage of assets, Fixed fees | | [John Dannenbring](https://find.wellspent.co/advisors/john-dannenbring.md) | AlphaOmega Wealth Management | Lincoln, Nebraska | CFP | Percentage of assets | | [Logan Sanders](https://find.wellspent.co/advisors/logan-sanders.md) | Sanders Retirement Planning | Omaha, Nebraska | CFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Andrew Pool](https://find.wellspent.co/advisors/andrew-pool-2960290.md) | Paradigm Wealth Management | Lincoln, Nebraska | CFP | Percentage of assets, Hourly, Fixed fees | | [Eric Horne](https://find.wellspent.co/advisors/eric-horne.md) | Arc Element Wealth Design | Papillion, Nebraska | CFP | Percentage of assets, Hourly, Fixed fees | | [Joseph Elsasser](https://find.wellspent.co/advisors/joseph-elsasser.md) | Adaptive Advice | Omaha, Nebraska | CFP | Percentage of assets, One-time planning fee | | [Dennis Peatrowsky](https://find.wellspent.co/advisors/dennis-peatrowsky-7358330.md) | Virtue Wealth Counsel | Omaha, Nebraska | ChFC | Percentage of assets, Hourly, Fixed fees | | [James Ahlschwede](https://find.wellspent.co/advisors/james-ahlschwede.md) | Round Table Investment Strategies | Lincoln, Nebraska | CFP | Percentage of assets, Fixed fees | | [Dennis Peatrowsky](https://find.wellspent.co/advisors/dennis-peatrowsky.md) | Virtue Wealth Counsel | Omaha, Nebraska | | Percentage of assets, Hourly, Fixed fees | | [Scott Leise](https://find.wellspent.co/advisors/scott-leise.md) | Sanders Retirement Planning | Omaha, Nebraska | | Percentage of assets, Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Sydney Peatrowsky](https://find.wellspent.co/advisors/sydney-peatrowsky.md) | Virtue Wealth Counsel | Omaha, Nebraska | | Percentage of assets, Hourly, Fixed fees | | [Chad Burger](https://find.wellspent.co/advisors/chad-burger.md) | Reserve Wealth Planning | Omaha, Nebraska | | Percentage of assets | | [Levi Turner](https://find.wellspent.co/advisors/levi-turner.md) | Turner Financial | Omaha, Nebraska | | Percentage of assets, Fixed fees | | [Matthew Sorum](https://find.wellspent.co/advisors/matthew-sorum.md) | Adaptive Advice | Omaha, Nebraska | | Percentage of assets, One-time planning fee | | [Michael Chochon](https://find.wellspent.co/advisors/michael-chochon.md) | Adaptive Advice | Omaha, Nebraska | | Percentage of assets, One-time planning fee | | [James Hershberger](https://find.wellspent.co/advisors/james-hershberger.md) | Round Table Investment Strategies | Lincoln, Nebraska | | Percentage of assets, Fixed fees | | [Matthew Samson](https://find.wellspent.co/advisors/matthew-samson.md) | ILS Financial | Omaha, Nebraska | | Percentage of assets, Hourly, Fixed fees | | [Norman Auger](https://find.wellspent.co/advisors/norman-auger.md) | Alta Strada Wealth | Lincoln, Nebraska | | Percentage of assets, Hourly, Fixed fees | | [Tyler Woods](https://find.wellspent.co/advisors/tyler-woods.md) | Alta Strada Wealth | Lincoln, Nebraska | | Percentage of assets, Hourly, Fixed fees | ## Related - [Retirement planning in Nebraska](https://find.wellspent.co/specialties/retirement-planning/nebraska.md) - [Retirees in Nebraska](https://find.wellspent.co/audiences/retirees/nebraska.md) - [Founders in Nebraska](https://find.wellspent.co/specialties/founders-pre-exit/nebraska.md) - [Estate planning in Nebraska](https://find.wellspent.co/specialties/estate-planning/nebraska.md) - [Pre-retirees in Nebraska](https://find.wellspent.co/audiences/pre-retirees/nebraska.md) ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).