Fee-OnlyFinder

Flat / fixed fees in Omaha, NE

40 advisers in Omaha offering flat / fixed fees. Firms that report fixed or subscription fees (Item 5.E(3)–(4)), such as a flat annual retainer or a one-time plan.

All 40

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 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 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 reportedCornerstone 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 reported
Cws 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 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 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 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 reportedOrion Portfolio Solutions, LLC17605 Wright St · Omaha, NE 68130 · (859) 426-2000 · Flat / fixed feesCRD 107975 · % of assets, Fixed fees, Performance-based fees · $64.8 billion 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 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 reported