Fee-Only Financial Planners in Omaha, NE

A Fee-Only Financial Planner can help you in all aspects of your financial life - comprehensive financial planning, retirement planning, investment management, insurance analysis, and more. From the simple to complex, a Fee-Only Financial Planner can help you work toward your objectives.

Fee-Only Financial Planners in Omaha, NE:

Jason Hiley

CFP®

Hiley Hunt Wealth Management

Omaha, NE

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Omaha, NE, serving clients locally and across the country

Mitchell C. Hockenbury

CFP®, MBA, RICP®

1440 Financial Partners

Omaha, NE

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner with offices in Kansas City and Omaha serving clients locally and across the country

Reuben J. Brauer

CFP®

Callahan Financial Planning Company

Omaha, NE

Specialties: Preparing for Retirement, Retirement Income Planning, Investment Advice, Comprehensive Financial Planning, Tax Planning

A fee-only financial advisor you can trust for your retirement: safe withdrawal rates, efficient tax planning, appropriate investment allocation, estate planning, holistically, all in one place

Andrew Hunt

CFP®, MBA

Hiley Hunt Wealth Management, Inc.

Omaha, NE

Specialties: Comprehensive Financial Planning, Investment Management, Multi Generational Wealth Planning, Retirement Income Planning, Tax Planning

Fee-Only financial planner located in Omaha, NE, serving clients locally and across the country

William Callahan

RLP®, CFA®, CFP®

Callahan Financial Planning Company

Omaha, NE

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Concentrated Stock Risk Management

A fee-only financial advisor you can trust for your retirement: safe withdrawal rates, efficient tax planning, appropriate investment allocation, estate planning, holistically, all in one place

Walt Mozdzer

CFP®, CAP®, CEPA

Foster Group

Omaha, NE

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in West Des Moines, IA, serving clients locally and across the country

Matt Buckwalter

CFP®

MJB Financial Planning, LLC

Omaha, NE

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee Only Financial Planner with offices in Omaha and Lincoln, NE

Justin Vossen

Lutz Financial

Omaha, NE

Katherine Derisson

Fyvie Financial LLC

Omaha, NE

James Boulay

Lutz Financial

Omaha, NE

Joseph Hefflinger

Lutz Financial

Omaha, NE

Ben Henry-Moreland

CFP®

Freelance Financial Planning LLC

Omaha, NE

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    Fee-Only Financial Advisors never earn commission or sell investment products.

    Fee-Only:
    Compensated only by the client without earning commission of any kind for product sales or referrals.

    Fiduciary:
    Legally sworn and obligated to always place the interest of the client ahead of their own.

    Independent:
    Not affiliated with any brokerage firm, bank, or insurance company.


    Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)

    NAPFA Consumer Tools PDF

    Get Your Checklist

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