# Flat-fee financial advisors in Omaha, NE

> AdvisorCensus lists 52 investment advisory firms with a principal office in the Omaha metro area 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/omaha/flat-fee

## At a glance

- Investment advisory firms: 52
- Registration: SEC-registered investment adviser: 34, State-registered investment adviser: 18
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 8 (15%); Percentage of assets 48 (92%); Hourly charges 36 (69%); Fixed fees 52 (100%); Performance-based fees 3 (6%); Other 9 (17%)
- Regulatory assets under management (Item 5.F): Under $25 million 5 (10%); $25 million to $100 million 8 (15%); $100 million to $500 million 17 (33%); $500 million to $1 billion 7 (13%); $1 billion to $5 billion 4 (8%); Over $5 billion 5 (10%); Not reported 6 (12%)
- Years registered: Under 5 years 16 (31%); 5 to 9 years 18 (35%); 10 to 19 years 12 (23%); 20 years or more 6 (12%)

## Firms (page 1 of 2, 1 to 50 of 52, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Adaptive Advice, LLC](https://advisorcensus.com/firm/adaptive-advice-llc-omaha-ne-310529) ([md](https://advisorcensus.com/firm/adaptive-advice-llc-omaha-ne-310529.md)) | 310529 | Omaha, NE | State-registered investment adviser | Under $25 million | 6 | % of assets, Hourly, Fixed fee |
| [Alba Financial LLC](https://advisorcensus.com/firm/alba-financial-llc-council-bluffs-ia-327309) ([md](https://advisorcensus.com/firm/alba-financial-llc-council-bluffs-ia-327309.md)) | 327309 | Council Bluffs, IA | State-registered investment adviser | Under $25 million | 3 | % of assets, Hourly, Fixed fee |
| [Arkfeld Wealth Strategies, L.L.C.](https://advisorcensus.com/firm/arkfeld-wealth-strategies-l-l-c-omaha-ne-293175) ([md](https://advisorcensus.com/firm/arkfeld-wealth-strategies-l-l-c-omaha-ne-293175.md)) | 293175 | Omaha, NE | SEC-registered investment adviser | $500 million to $1 billion | 8 | % of assets, Hourly, Fixed fee |
| [Arnold Weitz & Co](https://advisorcensus.com/firm/arnold-weitz-and-co-elkhorn-ne-108026) ([md](https://advisorcensus.com/firm/arnold-weitz-and-co-elkhorn-ne-108026.md)) | 108026 | Elkhorn, NE | SEC-registered investment adviser | $100 million to $500 million | 17 | % of assets, Hourly, Fixed fee |
| [Avior Wealth Management, LLC](https://advisorcensus.com/firm/avior-wealth-management-llc-omaha-ne-148674) ([md](https://advisorcensus.com/firm/avior-wealth-management-llc-omaha-ne-148674.md)) | 148674 | Omaha, NE | SEC-registered investment adviser | Over $5 billion | 17 | % of assets, Fixed fee |
| [Bazis Private Wealth, LLC](https://advisorcensus.com/firm/bazis-private-wealth-llc-omaha-ne-148605) ([md](https://advisorcensus.com/firm/bazis-private-wealth-llc-omaha-ne-148605.md)) | 148605 | Omaha, NE | SEC-registered investment adviser | $100 million to $500 million | 10 | % of assets, Hourly, Fixed fee |
| [Bellwether Wealth](https://advisorcensus.com/firm/bellwether-wealth-lincoln-ne-300012) ([md](https://advisorcensus.com/firm/bellwether-wealth-lincoln-ne-300012.md)) | 300012 | Lincoln, NE | SEC-registered investment adviser | $500 million to $1 billion | 7 | % of assets, Hourly, Fixed fee |
| [Blue Capital](https://advisorcensus.com/firm/blue-capital-omaha-ne-304083) ([md](https://advisorcensus.com/firm/blue-capital-omaha-ne-304083.md)) | 304083 | Omaha, NE | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Bridges Investment Management Inc](https://advisorcensus.com/firm/bridges-investment-management-inc-omaha-ne-108028) ([md](https://advisorcensus.com/firm/bridges-investment-management-inc-omaha-ne-108028.md)) | 108028 | Omaha, NE | SEC-registered investment adviser | Over $5 billion | 26 | % of assets, Hourly, Fixed fee, Other |
| [Cambridge Advisors Inc](https://advisorcensus.com/firm/cambridge-advisors-inc-omaha-ne-104851) ([md](https://advisorcensus.com/firm/cambridge-advisors-inc-omaha-ne-104851.md)) | 104851 | Omaha, NE | SEC-registered investment adviser | $500 million to $1 billion | 36 | % of assets, Fixed fee |
| [Convergence Advisory Group](https://advisorcensus.com/firm/convergence-advisory-group-omaha-ne-308408) ([md](https://advisorcensus.com/firm/convergence-advisory-group-omaha-ne-308408.md)) | 308408 | Omaha, NE | State-registered investment adviser | $100 million to $500 million | 5 | % of assets, Fixed fee |
| [Cornerstone Financial Group,llc](https://advisorcensus.com/firm/cornerstone-financial-group-llc-omaha-ne-129246) ([md](https://advisorcensus.com/firm/cornerstone-financial-group-llc-omaha-ne-129246.md)) | 129246 | Omaha, NE | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [CWM, LLC](https://advisorcensus.com/firm/cwm-llc-omaha-ne-155344) ([md](https://advisorcensus.com/firm/cwm-llc-omaha-ne-155344.md)) | 155344 | Omaha, NE | SEC-registered investment adviser | Over $5 billion | 15 | % of assets, Hourly, Fixed fee, Other |
| [CWS Wealth Partners](https://advisorcensus.com/firm/cws-wealth-partners-omaha-ne-316112) ([md](https://advisorcensus.com/firm/cws-wealth-partners-omaha-ne-316112.md)) | 316112 | Omaha, NE | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Fixed fee |
| [Ellerbrock-Norris Wealth Strategies LLC](https://advisorcensus.com/firm/ellerbrock-norris-wealth-strategies-llc-omaha-ne-295099) ([md](https://advisorcensus.com/firm/ellerbrock-norris-wealth-strategies-llc-omaha-ne-295099.md)) | 295099 | Omaha, NE | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [Executive Wealth Partners](https://advisorcensus.com/firm/executive-wealth-partners-omaha-ne-297608) ([md](https://advisorcensus.com/firm/executive-wealth-partners-omaha-ne-297608.md)) | 297608 | Omaha, NE | State-registered investment adviser | Under $25 million | 8 | % of assets, Hourly, Fixed fee |
| [Find Your FI](https://advisorcensus.com/firm/find-your-fi-omaha-ne-322147) ([md](https://advisorcensus.com/firm/find-your-fi-omaha-ne-322147.md)) | 322147 | Omaha, NE | State-registered investment adviser | Not reported | 3 | Hourly, Fixed fee |
| [Guide Rock Capital Management, Inc.](https://advisorcensus.com/firm/guide-rock-capital-management-inc-omaha-ne-149820) ([md](https://advisorcensus.com/firm/guide-rock-capital-management-inc-omaha-ne-149820.md)) | 149820 | Omaha, NE | State-registered investment adviser | $25 million to $100 million | 17 | % of assets, Hourly, Fixed fee |
| [Hiley Hunt Wealth Management, Inc.](https://advisorcensus.com/firm/hiley-hunt-wealth-management-inc-omaha-ne-164942) ([md](https://advisorcensus.com/firm/hiley-hunt-wealth-management-inc-omaha-ne-164942.md)) | 164942 | Omaha, NE | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee |
| [Iams Wealth Management, LLC](https://advisorcensus.com/firm/iams-wealth-management-llc-omaha-ne-286085) ([md](https://advisorcensus.com/firm/iams-wealth-management-llc-omaha-ne-286085.md)) | 286085 | Omaha, NE | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly, Fixed fee, Other |
| [ILS Financial, LLC](https://advisorcensus.com/firm/ils-financial-llc-omaha-ne-331725) ([md](https://advisorcensus.com/firm/ils-financial-llc-omaha-ne-331725.md)) | 331725 | Omaha, NE | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [Intentional Retirement, LLC](https://advisorcensus.com/firm/intentional-retirement-llc-omaha-ne-310655) ([md](https://advisorcensus.com/firm/intentional-retirement-llc-omaha-ne-310655.md)) | 310655 | Omaha, NE | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Interalpen Partners, LLC](https://advisorcensus.com/firm/interalpen-partners-llc-omaha-ne-315587) ([md](https://advisorcensus.com/firm/interalpen-partners-llc-omaha-ne-315587.md)) | 315587 | Omaha, NE | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee, Performance fee |
| [ITM, Inc. (D/B/A Resource Consultants, Inc.)](https://advisorcensus.com/firm/itm-inc-d-b-a-resource-consultants-inc-omaha-ne-135472) ([md](https://advisorcensus.com/firm/itm-inc-d-b-a-resource-consultants-inc-omaha-ne-135472.md)) | 135472 | Omaha, NE | State-registered investment adviser | Not reported | 2 | Fixed fee |
| [Keystone Financial Services, LLC](https://advisorcensus.com/firm/keystone-financial-services-llc-omaha-ne-308397) ([md](https://advisorcensus.com/firm/keystone-financial-services-llc-omaha-ne-308397.md)) | 308397 | Omaha, NE | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Fixed fee |
| [Legacy Estate Planning Group, Inc.](https://advisorcensus.com/firm/legacy-estate-planning-group-inc-omaha-ne-152422) ([md](https://advisorcensus.com/firm/legacy-estate-planning-group-inc-omaha-ne-152422.md)) | 152422 | Omaha, NE | State-registered investment adviser | Not reported | 16 | Hourly, Fixed fee, Other |
| [Lexus Wealth Management](https://advisorcensus.com/firm/lexus-wealth-management-omaha-ne-325200) ([md](https://advisorcensus.com/firm/lexus-wealth-management-omaha-ne-325200.md)) | 325200 | Omaha, NE | State-registered investment adviser | $25 million to $100 million | 3 | % of assets, Fixed fee |
| [Lutz Financial](https://advisorcensus.com/firm/lutz-financial-omaha-ne-117273) ([md](https://advisorcensus.com/firm/lutz-financial-omaha-ne-117273.md)) | 117273 | Omaha, NE | SEC-registered investment adviser | $1 billion to $5 billion | 23 | % of assets, Hourly, Fixed fee |
| [Milemarker Investment Solutions, LLC](https://advisorcensus.com/firm/milemarker-investment-solutions-llc-lincoln-ne-343499) ([md](https://advisorcensus.com/firm/milemarker-investment-solutions-llc-lincoln-ne-343499.md)) | 343499 | Lincoln, NE | SEC-registered investment adviser | Not reported | 0 | % of assets, Fixed fee |
| [Morey & Quinn Wealth Partners](https://advisorcensus.com/firm/morey-and-quinn-wealth-partners-omaha-ne-332074) ([md](https://advisorcensus.com/firm/morey-and-quinn-wealth-partners-omaha-ne-332074.md)) | 332074 | Omaha, NE | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Moyer Financials LLC](https://advisorcensus.com/firm/moyer-financials-llc-omaha-ne-340367) ([md](https://advisorcensus.com/firm/moyer-financials-llc-omaha-ne-340367.md)) | 340367 | Omaha, NE | State-registered investment adviser | Not reported | 0 | % of assets, Hourly, Fixed fee |
| [Mutual Advisors, LLC](https://advisorcensus.com/firm/mutual-advisors-llc-omaha-ne-167658) ([md](https://advisorcensus.com/firm/mutual-advisors-llc-omaha-ne-167658.md)) | 167658 | Omaha, NE | SEC-registered investment adviser | Over $5 billion | 13 | % of assets, Hourly, Fixed fee |
| [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 |
| [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 |
| [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 |
| [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 |
| [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 |
| [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 |
| [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 |
| [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 |
| [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 |
| [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 |

- Next page: https://advisorcensus.com/advisors/ne/omaha/flat-fee/page/2.md

## Questions people ask

**How many financial advisory firms are there in Omaha, NE?**
AdvisorCensus lists 89 investment advisory firms with a principal office in the Omaha metro area, from Form ADV filings as of October 2026: 50 SEC-registered, 33 state-registered, and 6 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 Omaha, NE?**
17 of the 89 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 Omaha, NE offer financial planning?**
57 of the 83 firms in Omaha, NE 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 Omaha, NE 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 17 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)
- [Financial advisors in Omaha, NE](https://advisorcensus.com/advisors/ne/omaha) (https://advisorcensus.com/advisors/ne/omaha.md)
- [Flat-fee financial advisors in Nebraska](https://advisorcensus.com/advisors/ne/flat-fee) (https://advisorcensus.com/advisors/ne/flat-fee.md)
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Cite as: AdvisorCensus. Flat-fee financial advisors in Omaha, NE: 52 firms from Form ADV filings as of October 2026.