Fee-OnlyFinder

Financial planning in Omaha, NE

46 advisers in Omaha offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 46

Adaptive Advice, LLC444 Regency Parkway Drive, Suite 201 · Omaha, NE 68114 · (402) 281-2486 · Financial planningCRD 310529 · % of assets, Hourly charges, Fixed fees · $8.3 million AUMState registeredNo commissions reportedAmerica First Investment Advisors LLC10050 Regency Circle, Suite 515 · Omaha, NE 68114 · (402) 991-3388 · Financial planningCRD 106984 · % of assets · $665.1 million AUMSEC registeredNo commissions reportedArkfeld Wealth Strategies, L.L.C.3512 N. 163rd Plaza · Omaha, NE 68116 · (402) 933-1970 · Financial planningCRD 293175 · % of assets, Hourly charges, Fixed fees · $538.0 million AUMSEC registeredNo commissions reportedAvior Wealth Management, LLC14301 First National Bank Parkway, Suite 410 · Omaha, NE 68154 · (402) 218-4064 · Financial planningCRD 148674 · % of assets, Fixed fees · $6.5 billion AUMSEC registeredNo commissions reportedBazis Private Wealth, LLC816 S. 169th Street · Omaha, NE 68118 · (402) 965-3334 · Financial planningCRD 148605 · % of assets, Hourly charges, Fixed fees · $244.1 million AUMSEC registeredNo commissions reportedBlue Capital3814 Farnam Street, Suite 202 · Omaha, NE 68131 · (402) 932-0131 · Financial planningCRD 304083 · % of assets, Hourly charges, Fixed fees · $200.8 million AUMSEC registeredNo commissions reportedBridges Investment Management INC13333 California St, Suite 500 · Omaha, NE 68154 · (402) 397-4700 · Financial planningCRD 108028 · % of assets, Hourly charges, Fixed fees · $11.3 billion AUMSEC registeredNo commissions reportedCambridge Advisors INC17330 Wright Street, Suite 205 · Omaha, NE 68130 · (402) 697-1166 · Financial planningCRD 104851 · % of assets, Fixed fees · $693.5 million AUMSEC registeredNo commissions reportedCarlson Wealth, LLC11128 John Galt Blvd., Suite 125 · Omaha, NE 68137 · (402) 999-7513 · Financial planningCRD 318362 · % of assets, Hourly charges · $29.5 million AUMState registeredNo commissions reportedConvergence Advisory Group12020 Shamrock Plaza, Suite 100 · Omaha, NE 68154 · (402) 991-5600 · Financial planningCRD 308408 · % of assets, Fixed fees · $104.5 million AUMState registeredNo commissions reported
Cornerstone Financial Group,llc11225 Davenport Street, Suite 102 · Omaha, NE 68154 · (402) 758-0700 · Financial planningCRD 129246 · % of assets, Hourly charges, Fixed fees · $292.2 million AUMSEC registeredNo commissions reportedCwm, LLC14600 Branch St. · Omaha, NE 68154 · (402) 330-0808 · Financial planningCRD 155344 · % of assets, Hourly charges, Fixed fees · $50.6 billion AUMSEC registeredNo commissions reportedCws Wealth Partners12020 Shamrock Plaza, Suite 200 · Omaha, NE 68154 · (402) 999-2116 · Financial planningCRD 316112 · % of assets, Fixed fees · $62.0 million AUMState registeredNo commissions reportedEllerbrock-Norris Wealth Strategies LLC4331 North 156th Street · Omaha, NE 68116 · (402) 884-1320 · Financial planningCRD 295099 · % of assets, Fixed fees · $171.6 million AUMSEC registeredNo commissions reportedEvergreen Capital Management INC909 North 96th Street, Suite101 · Omaha, NE 68114 · (402) 392-1220 · Financial planningCRD 104670 · % of assets · $30.2 million AUMState registeredNo commissions reportedExecutive Wealth Partners9802 Nicholas St., Suite 375 · Omaha, NE 68114 · (402) 991-1700 · Financial planningCRD 297608 · % of assets, Hourly charges, Fixed fees · $18.3 million AUMState registeredNo commissions reportedFairway Asset Management, LLC17445 Arbor Street, Suite 200 · Omaha, NE 68130 · (402) 932-4630 · Financial planningCRD 146636 · % of assets · $117.4 million AUMSEC registeredNo commissions reportedGuide Rock Capital Management, INC.1001 Gallup Drive · Omaha, NE 68102 · (402) 938-6700 · Financial planningCRD 149820 · % of assets, Hourly charges, Fixed fees · $41.0 million AUMState registeredNo commissions reportedHiley Hunt Wealth Management, INC.9850 Nicholas Street, Suite 315 · Omaha, NE 68114 · (402) 504-9347 · Financial planningCRD 164942 · % of assets, Hourly charges, Fixed fees · $289.6 million AUMSEC registeredNo commissions reportedIams Wealth Management, LLC18881 West Dodge Road, Suite 180e · Omaha, NE 68022 · (888) 255-7670 · Financial planningCRD 286085 · % of assets, Hourly charges, Fixed fees · $397.2 million AUMSEC registeredNo commissions reportedIls Financial, LLC17838 Burke St., Suite 102 · Omaha, NE 68118 · (402) 204-0230 · Financial planningCRD 331725 · % of assets, Hourly charges, Fixed fees · $12.8 million AUMState registeredNo commissions reportedIntentional Retirement, LLC17117 Oak Drive, Suite D · Omaha, NE 68130 · (402) 885-9090 · Financial planningCRD 310655 · % of assets, Hourly charges, Fixed fees · $150.0 million AUMSEC registeredNo commissions reportedIronvine Capital Partners, LLC9290 W. Dodge Rd; Ste 203 · Omaha, NE 68114 · (402) 916-1705 · Financial planningCRD 168892 · % of assets · $1.1 billion AUMSEC registeredNo commissions reportedKeystone Financial Services, LLC9802 Nicholas Street, Suite 315a · Omaha, NE 68114 · (402) 392-1212 · Financial planningCRD 308397 · % of assets, Fixed fees · $240.3 million AUMSEC registeredNo commissions reportedLexus Wealth Management11422 Miracle Hills Dr. Suite 408 · Omaha, NE 68154 · (402) 454-7222 · Financial planningCRD 325200 · % of assets, Fixed fees · $42.3 million AUMState registeredNo commissions reportedLutz Financial13616 California Street, Suite 300 · Omaha, NE 68154 · (402) 827-2300 · Financial planningCRD 117273 · % of assets, Hourly charges, Fixed fees · $3.2 billion AUMSEC registeredNo commissions reportedMorey & Quinn Wealth Partners11225 Davenport Street, Suite 109 · Omaha, NE 68154 · (402) 502-9900 · Financial planningCRD 332074 · % of assets, Hourly charges, Fixed fees · $373.4 million AUMSEC registeredNo commissions reportedMutual Advisors, LLC9140 W Dodge Road, Suite 230 · Omaha, NE 68114 · (307) 439-6357 · Financial planningCRD 167658 · % of assets, Hourly charges, Fixed fees · $8.5 billion AUMSEC registeredNo commissions reportedMutual of Omaha Investor Services, INC.3300 Mutual of Omaha Plaza · Omaha, NE 68175 · (402) 351-3102 · Financial planningCRD 611 · % of assets, Hourly charges, Fixed fees · $32.0 million AUMSEC registeredNo commissions reportedNabity-Jensen Investment Management, INC.9802 Nicholas Street, Suite 105 · Omaha, NE 68114 · (402) 391-1021 · Financial planningCRD 128455 · % of assets, Hourly charges, Fixed fees · $258.5 million AUMSEC registeredNo commissions reportedPrairie Wealth Advisors, INC.10250 Regency Circle, Suite 115 · Omaha, NE 68114 · (402) 505-6810 · Financial planningCRD 165266 · % of assets, Hourly charges, Fixed fees · $558.0 million AUMSEC registeredNo commissions reportedPrivate Wealth Asset Management1100 Capitol Avenue, Suite 200 · Omaha, NE 68102 · (402) 227-4208 · Financial planningCRD 315819 · % of assets, Fixed fees · $2.5 billion AUMSEC registeredNo commissions reportedRevolution Capital, LLC17838 Burke Street, # 103 · Omaha, NE 68118 · (402) 933-3371 · Financial planningCRD 300496 · % of assets, Hourly charges, Fixed fees · $241.9 million AUMSEC registeredNo commissions reportedSanders Retirement Planning LLC2111 South 67th Street, Ste 300 · Omaha, NE 68106 · (402) 933-4101 · Financial planningCRD 333590 · % of assets, Hourly charges, Fixed fees · $62.3 million AUMState registeredNo commissions reportedSequent Planning, LLC8807 Indian Hills Drive · Omaha, NE 68114 · (402) 953-3544 · Financial planningCRD 160381 · % of assets, Hourly charges, Fixed fees · $589.5 million AUMSEC registeredNo commissions reportedSmart Wealth, LLC13815 Fnb Parkway, Suite 400 · Omaha, NE 68154 · (402) 369-7777 · Financial planningCRD 315496 · % of assets, Fixed fees, Other · $686.4 million AUMSEC registeredNo commissions reportedStevens Capital Partners15514 Spaulding Plaza, Suite D02 · Omaha, NE 68116 · (402) 251-5800 · Financial planningCRD 317517 · % of assets, Hourly charges, Fixed fees · $810.3 million AUMSEC registeredNo commissions reportedTeckmeyer Financial Services, L.L.C.11104 John Galt Blvd. · Omaha, NE 68137 · (402) 331-8600 · Financial planningCRD 39000 · % of assets, Hourly charges, Fixed fees · $51.6 million AUMState registeredNo commissions reportedTrue Measure Wealth Management18140 Burke Street, Suite 202 · Omaha, NE 68022 · (402) 342-1400 · Financial planningCRD 116265 · % of assets, Hourly charges, Fixed fees · $241.5 million AUMSEC registeredNo commissions reportedTurner Financial11060 Oak St, Suite 1 · Omaha, NE 68144 · (402) 578-0300 · Financial planningCRD 334842 · % of assets, Fixed fees · $5.0 million AUMState registeredNo commissions reportedVirtue Wealth Counsel, LLC16924 Frances Street, Suite 206 · Omaha, NE 68130 · (402) 676-2477 · Financial planningCRD 298592 · % of assets, Hourly charges, Fixed fees · $30.8 million AUMState registeredNo commissions reportedVogel Wealth Management, LLC11330 Q Street, Suite 213 · Omaha, NE 68137 · (402) 597-2304 · Financial planningCRD 326498 · % of assets, Other · $5.3 million AUMState registeredNo commissions reportedWalnut Private Equity Partners, LLC8701 W. Dodge Rd., Suite 445 · Omaha, NE 68114 · (402) 991-2201 · Financial planningCRD 168840 · % of assets, Hourly charges, Fixed fees · $172.6 million AUMSEC registeredNo commissions reportedWealthplan Investment Management LLC101 S 108th Ave, 3rd Floor · Omaha, NE 68154 · (402) 691-0200 · Financial planningCRD 311364 · % of assets, Hourly charges, Fixed fees · $2.2 billion AUMSEC registeredNo commissions reportedWealthplan Partners101 South 108th Avenue · Omaha, NE 68154 · (402) 691-0200 · Financial planningCRD 305026 · % of assets, Hourly charges, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reportedWell Advised, LLC1055 N 115 St, Ste 204 · Omaha, NE 68154 · (402) 397-5033 · Financial planningCRD 326148 · % of assets · $6.0 million AUMState registeredNo commissions reported