# Flat-fee financial advisors in Nebraska

> AdvisorCensus lists 84 investment advisory firms with a principal office in Nebraska that report fixed fees among their Form ADV Item 5.E compensation arrangements, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below, and read the methodology block for how this page is derived.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/ne/flat-fee/page/2

## At a glance

- Investment advisory firms: 84
- Registration: SEC-registered investment adviser: 47, State-registered investment adviser: 37
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 22 (26%); Percentage of assets 74 (88%); Hourly charges 58 (69%); Fixed fees 84 (100%); Performance-based fees 3 (4%); Other 15 (18%)
- Regulatory assets under management (Item 5.F): Under $25 million 13 (15%); $25 million to $100 million 12 (14%); $100 million to $500 million 23 (27%); $500 million to $1 billion 11 (13%); $1 billion to $5 billion 6 (7%); Over $5 billion 7 (8%); Not reported 12 (14%)
- Years registered: Under 5 years 28 (33%); 5 to 9 years 28 (33%); 10 to 19 years 16 (19%); 20 years or more 12 (14%)

## Firms (page 2 of 2, 51 to 84 of 84, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Mutual of Omaha Investor Services, Inc.](https://advisorcensus.com/firm/mutual-of-omaha-investor-services-inc-omaha-ne-611) ([md](https://advisorcensus.com/firm/mutual-of-omaha-investor-services-inc-omaha-ne-611.md)) | 611 | Omaha, NE | SEC-registered investment adviser | $25 million to $100 million | 24 | % of assets, Hourly, Fixed fee, Other |
| [Nabity-Jensen Investment Management, Inc.](https://advisorcensus.com/firm/nabity-jensen-investment-management-inc-omaha-ne-128455) ([md](https://advisorcensus.com/firm/nabity-jensen-investment-management-inc-omaha-ne-128455.md)) | 128455 | Omaha, NE | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee |
| [Oldfather Financial Services](https://advisorcensus.com/firm/oldfather-financial-services-kearney-ne-339739) ([md](https://advisorcensus.com/firm/oldfather-financial-services-kearney-ne-339739.md)) | 339739 | Kearney, NE | SEC-registered investment adviser | $500 million to $1 billion | 0 | % of assets, Hourly, Fixed fee |
| [Orion Portfolio Solutions, LLC](https://advisorcensus.com/firm/orion-portfolio-solutions-llc-omaha-ne-107975) ([md](https://advisorcensus.com/firm/orion-portfolio-solutions-llc-omaha-ne-107975.md)) | 107975 | Omaha, NE | SEC-registered investment adviser | Over $5 billion | 26 | % of assets, Fixed fee, Performance fee |
| [P23 Financial, Inc](https://advisorcensus.com/firm/p23-financial-inc-lincoln-ne-291112) ([md](https://advisorcensus.com/firm/p23-financial-inc-lincoln-ne-291112.md)) | 291112 | Lincoln, NE | State-registered investment adviser | Not reported | 8 | Fixed fee, Other |
| [Panorama Point Partners, LLC](https://advisorcensus.com/firm/panorama-point-partners-llc-omaha-ne-165704) ([md](https://advisorcensus.com/firm/panorama-point-partners-llc-omaha-ne-165704.md)) | 165704 | Omaha, NE | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Fixed fee, Performance fee |
| [Paradigm Wealth Management](https://advisorcensus.com/firm/paradigm-wealth-management-lincoln-ne-282055) ([md](https://advisorcensus.com/firm/paradigm-wealth-management-lincoln-ne-282055.md)) | 282055 | Lincoln, NE | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee |
| [Plains Advisory LLC](https://advisorcensus.com/firm/plains-advisory-llc-grand-island-ne-300110) ([md](https://advisorcensus.com/firm/plains-advisory-llc-grand-island-ne-300110.md)) | 300110 | Grand Island, NE | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Hourly, Fixed fee |
| [Plan a Wealth, LLC](https://advisorcensus.com/firm/plan-a-wealth-llc-lincoln-ne-287860) ([md](https://advisorcensus.com/firm/plan-a-wealth-llc-lincoln-ne-287860.md)) | 287860 | Lincoln, NE | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly, Fixed fee |
| [Planvest, LLC](https://advisorcensus.com/firm/planvest-llc-blair-ne-309669) ([md](https://advisorcensus.com/firm/planvest-llc-blair-ne-309669.md)) | 309669 | Blair, NE | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Hourly, Fixed fee |
| [Prairie Wealth Advisors, Inc.](https://advisorcensus.com/firm/prairie-wealth-advisors-inc-omaha-ne-165266) ([md](https://advisorcensus.com/firm/prairie-wealth-advisors-inc-omaha-ne-165266.md)) | 165266 | Omaha, NE | SEC-registered investment adviser | $500 million to $1 billion | 14 | % of assets, Hourly, Fixed fee, Other |
| [Primus Wealth Advisors LLC](https://advisorcensus.com/firm/primus-wealth-advisors-llc-289438) ([md](https://advisorcensus.com/firm/primus-wealth-advisors-llc-289438.md)) | 289438 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Fixed fee |
| [Private Wealth Asset Management](https://advisorcensus.com/firm/private-wealth-asset-management-omaha-ne-315819) ([md](https://advisorcensus.com/firm/private-wealth-asset-management-omaha-ne-315819.md)) | 315819 | Omaha, NE | SEC-registered investment adviser | $1 billion to $5 billion | 5 | % of assets, Fixed fee |
| [Professional Financial Advisors, LLC](https://advisorcensus.com/firm/professional-financial-advisors-llc-north-platte-ne-173719) ([md](https://advisorcensus.com/firm/professional-financial-advisors-llc-north-platte-ne-173719.md)) | 173719 | North Platte, NE | SEC-registered investment adviser | $500 million to $1 billion | 7 | % of assets, Hourly, Fixed fee, Other |
| [R2 Wealth Management Partners](https://advisorcensus.com/firm/r2-wealth-management-partners-lincoln-ne-338490) ([md](https://advisorcensus.com/firm/r2-wealth-management-partners-lincoln-ne-338490.md)) | 338490 | Lincoln, NE | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Revolution Capital, LLC](https://advisorcensus.com/firm/revolution-capital-llc-omaha-ne-300496) ([md](https://advisorcensus.com/firm/revolution-capital-llc-omaha-ne-300496.md)) | 300496 | Omaha, NE | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Round Table Investment Strategies, LLC](https://advisorcensus.com/firm/round-table-investment-strategies-llc-lincoln-ne-139492) ([md](https://advisorcensus.com/firm/round-table-investment-strategies-llc-lincoln-ne-139492.md)) | 139492 | Lincoln, NE | State-registered investment adviser | $100 million to $500 million | 20 | % of assets, Fixed fee |
| [Sanders Retirement Planning LLC](https://advisorcensus.com/firm/sanders-retirement-planning-llc-omaha-ne-333590) ([md](https://advisorcensus.com/firm/sanders-retirement-planning-llc-omaha-ne-333590.md)) | 333590 | Omaha, NE | State-registered investment adviser | $25 million to $100 million | 1 | % of assets, Hourly, Fixed fee, Other |
| [Schneider Wealth Management LLC](https://advisorcensus.com/firm/schneider-wealth-management-llc-344219) ([md](https://advisorcensus.com/firm/schneider-wealth-management-llc-344219.md)) | 344219 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [Sequent Planning, LLC](https://advisorcensus.com/firm/sequent-planning-llc-omaha-ne-160381) ([md](https://advisorcensus.com/firm/sequent-planning-llc-omaha-ne-160381.md)) | 160381 | Omaha, NE | SEC-registered investment adviser | $500 million to $1 billion | 8 | % of assets, Hourly, Fixed fee |
| [Sipherd Wealth Management, LLC](https://advisorcensus.com/firm/sipherd-wealth-management-llc-lincoln-ne-150011) ([md](https://advisorcensus.com/firm/sipherd-wealth-management-llc-lincoln-ne-150011.md)) | 150011 | Lincoln, NE | State-registered investment adviser | Not reported | 16 | Fixed fee, Other |
| [Smart Wealth, LLC](https://advisorcensus.com/firm/smart-wealth-llc-omaha-ne-315496) ([md](https://advisorcensus.com/firm/smart-wealth-llc-omaha-ne-315496.md)) | 315496 | Omaha, NE | SEC-registered investment adviser | $500 million to $1 billion | 5 | % of assets, Fixed fee, Other |
| [Stevens Capital Partners](https://advisorcensus.com/firm/stevens-capital-partners-omaha-ne-317517) ([md](https://advisorcensus.com/firm/stevens-capital-partners-omaha-ne-317517.md)) | 317517 | Omaha, NE | SEC-registered investment adviser | $500 million to $1 billion | 4 | % of assets, Hourly, Fixed fee |
| [Stonebridge Wealth Systems LLC](https://advisorcensus.com/firm/stonebridge-wealth-systems-llc-kearney-ne-327894) ([md](https://advisorcensus.com/firm/stonebridge-wealth-systems-llc-kearney-ne-327894.md)) | 327894 | Kearney, NE | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Teckmeyer Financial Services, L.L.C.](https://advisorcensus.com/firm/teckmeyer-financial-services-l-l-c-omaha-ne-39000) ([md](https://advisorcensus.com/firm/teckmeyer-financial-services-l-l-c-omaha-ne-39000.md)) | 39000 | Omaha, NE | State-registered investment adviser | $25 million to $100 million | 19 | % of assets, Hourly, Fixed fee |
| [The Premier Advisory Group, LLC](https://advisorcensus.com/firm/the-premier-advisory-group-llc-omaha-ne-173071) ([md](https://advisorcensus.com/firm/the-premier-advisory-group-llc-omaha-ne-173071.md)) | 173071 | Omaha, NE | State-registered investment adviser | Not reported | 11 | Fixed fee, Other |
| [True Measure Wealth Management](https://advisorcensus.com/firm/true-measure-wealth-management-omaha-ne-116265) ([md](https://advisorcensus.com/firm/true-measure-wealth-management-omaha-ne-116265.md)) | 116265 | Omaha, NE | SEC-registered investment adviser | $100 million to $500 million | 24 | % of assets, Hourly, Fixed fee |
| [Turner Financial](https://advisorcensus.com/firm/turner-financial-omaha-ne-334842) ([md](https://advisorcensus.com/firm/turner-financial-omaha-ne-334842.md)) | 334842 | Omaha, NE | State-registered investment adviser | Under $25 million | 1 | % of assets, Fixed fee |
| [Virtue Wealth Counsel, LLC](https://advisorcensus.com/firm/virtue-wealth-counsel-llc-omaha-ne-298592) ([md](https://advisorcensus.com/firm/virtue-wealth-counsel-llc-omaha-ne-298592.md)) | 298592 | Omaha, NE | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Hourly, Fixed fee |
| [Walnut Private Equity Partners, LLC](https://advisorcensus.com/firm/walnut-private-equity-partners-llc-omaha-ne-168840) ([md](https://advisorcensus.com/firm/walnut-private-equity-partners-llc-omaha-ne-168840.md)) | 168840 | Omaha, NE | SEC-registered investment adviser | $100 million to $500 million | 13 | % of assets, Hourly, Fixed fee |
| [Wealth Management](https://advisorcensus.com/firm/wealth-management-norfolk-ne-137080) ([md](https://advisorcensus.com/firm/wealth-management-norfolk-ne-137080.md)) | 137080 | Norfolk, NE | SEC-registered investment adviser | $1 billion to $5 billion | 20 | % of assets, Hourly, Fixed fee |
| [Wealthplan Investment Management LLC](https://advisorcensus.com/firm/wealthplan-investment-management-llc-omaha-ne-311364) ([md](https://advisorcensus.com/firm/wealthplan-investment-management-llc-omaha-ne-311364.md)) | 311364 | Omaha, NE | SEC-registered investment adviser | $1 billion to $5 billion | 5 | % of assets, Hourly, Fixed fee |
| [Wealthplan Partners](https://advisorcensus.com/firm/wealthplan-partners-omaha-ne-305026) ([md](https://advisorcensus.com/firm/wealthplan-partners-omaha-ne-305026.md)) | 305026 | Omaha, NE | SEC-registered investment adviser | $1 billion to $5 billion | 6 | % of assets, Hourly, Fixed fee |
| [Your Everyday ROI](https://advisorcensus.com/firm/your-everyday-roi-339933) ([md](https://advisorcensus.com/firm/your-everyday-roi-339933.md)) | 339933 | Not reported, Not reported | State-registered investment adviser | Not reported | 0 | Hourly, Fixed fee |

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## Questions people ask

**How many financial advisory firms are there in Nebraska?**
AdvisorCensus lists 145 investment advisory firms with a principal office in Nebraska, from Form ADV filings as of October 2026: 71 SEC-registered, 66 state-registered, and 8 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV.

**How many fee-only financial advisors are in Nebraska?**
39 of the 145 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed.

**How many financial advisors in Nebraska offer financial planning?**
96 of the 137 firms in Nebraska that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports.

**Are the financial advisors in Nebraska fiduciaries?**
Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 39 firms that meet AdvisorCensus's fee-only test report none of those sales ties.

**How do I check whether a financial advisor has disciplinary disclosures?**
Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck.

**Does AdvisorCensus rate, verify, or recommend these firms?**
No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content.

**What does regulatory assets under management mean?**
Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality.

## Related pages

- [Financial advisors in Nebraska](https://advisorcensus.com/advisors/ne) (https://advisorcensus.com/advisors/ne.md)
- [Fee-only financial advisors in Nebraska](https://advisorcensus.com/advisors/ne/fee-only) (https://advisorcensus.com/advisors/ne/fee-only.md)
- [Hourly financial advisors in Nebraska](https://advisorcensus.com/advisors/ne/hourly) (https://advisorcensus.com/advisors/ne/hourly.md)
- [Flat-fee financial advisors in Omaha, NE](https://advisorcensus.com/advisors/ne/omaha/flat-fee) (https://advisorcensus.com/advisors/ne/omaha/flat-fee.md)
- [Flat-fee financial advisors in Lincoln, NE](https://advisorcensus.com/advisors/ne/lincoln/flat-fee) (https://advisorcensus.com/advisors/ne/lincoln/flat-fee.md)
- [Flat-fee financial advisors in Grand Island, NE](https://advisorcensus.com/advisors/ne/grand-island/flat-fee) (https://advisorcensus.com/advisors/ne/grand-island/flat-fee.md)

Cite as: AdvisorCensus. Flat-fee financial advisors in Nebraska: 84 firms from Form ADV filings as of October 2026.