Alphaomega Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$10,000

“At the discretion of AOWM, Clients may be eligible for discounts when combining Investment Management with our Ongoing Financial Planning. ● Project-Based Financial Planning - We offer Project-Based Financial Planning engagements from $500 - $10,000.”

Monthly fee

$150⁠-⁠$2,000/mo

“Financial Planning ● Ongoing Financial Planning - Ongoing Financial Planning consists of an ongoing flat fee that is paid monthly, in arrears, at the rate of $150 - $2,000 per month.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Alphaomega Wealth Management, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are prorated and paid in arrears on a monthly basis.”
• “Accounts initiated during a calendar month will be charged a prorated fee based on the amount of time remaining in the monthly billing period after the 7 first deposit or transfer has been completed.”
• “An account may be terminated with written notice at least 15 calendar days in advance.”

How Alphaomega Wealth Management, LLC’s fees compare

• Its flat or project fee of $500-$10,000 spans the Nebraska median of $5,000. 59% of the 32 other Nebraska planners that publish a flat or project fee charge less.
• 7 of the 8 other planners in Lincoln that publish a flat or project fee charge less.

About Alphaomega Wealth Management, LLC

• Principal: John Dannenbring
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.35% a year

Clients

26

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions

Assets managed

$20,215,373

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

318321

Website

wealthao.com (opens in new tab)

Phone

(402) 413-1299

Other planners in Lincoln that publish fees

• 402 FinancialLincoln$150/hr, $1,000⁠-⁠$5,000
• Alta Strada Wealth ManagementLincoln$400/hr, $50,000
• Capital Consulting & Asset ManagementLincoln$200⁠-⁠$400/hr
• Flagstone Financial Management, LLCLincoln$2,000, $400/mo
• Liberty Advisers Inc.Lincoln$75/hr, $750⁠-⁠$2,500
• MJB Financial PlanningLincoln$2,500, $4,375/qtr

Compare all 14 planners in Lincoln