Financial advisors for tax planning in Nebraska
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.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- John Dannenbring AlphaOmega Wealth Management, 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.
- Logan Sanders Sanders Retirement Planning, Omaha Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
- Jenn Steliga Find Your FI, Omaha Holds the CFP. Fees on file: subscription.
- Joseph Elsasser Adaptive Advice, Omaha Holds the CFP. Fees on file: percentage of assets, one-time planning fee.
- 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.
- CFP57% in Nebraska
- 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.
Dark bars are Nebraska. Light bars are all US advisors for tax planning.
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.
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 |
| 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 |
| Hope Dogbevia | Keystone Financial Services | Omaha | CFP | Percentage of assets, Fixed fees |
| John Dannenbring | AlphaOmega Wealth Management | Lincoln | CFP | Percentage of assets |
| Logan Sanders | Sanders Retirement Planning | Omaha | CFP | Percentage of assets, Flat fee or retainer |
| Andrew Pool | Paradigm Wealth Management | Lincoln | CFP | Percentage of assets, Hourly |
| Eric Horne | Arc Element Wealth Design | Papillion | CFP | Percentage of assets, Hourly |
| Joseph Elsasser | Adaptive Advice | Omaha | CFP | Percentage of assets, One-time planning fee |
| 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 |
| 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 |
| James Hershberger | Round Table Investment Strategies | Lincoln | Not listed | Percentage of assets, Fixed fees |
| Matthew Samson | ILS Financial | Omaha | Not listed | Percentage of assets, Hourly |
| 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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