Alta Strada Wealth Management fees and pricing
Financial planner in Lincoln, Nebraska. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated June 9, 2026, Alta Strada Wealth Management charges $400 an hour and a flat or project fee of $50,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 9, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $400/hr
“Our hourly rate is $400.”
- Flat or project fee
- $50,000
“Ongoing Financial Planning ASWP collects an initial fee, no greater than $50,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Alta Strada Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and some fees may vary by Client for similar services.”
- “The fee is based on a percentage of assets under management and is negotiable.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
How Alta Strada Wealth Management’s fees compare
- Its hourly rate of $400 is above the Nebraska median of $250. 91% of the 32 other Nebraska planners that publish an hourly rate charge less.
- 5 of the 5 other planners in Lincoln that publish an hourly rate charge less.
- Its flat or project fee of $50,000 is above the Nebraska median of $5,000. 100% of the 32 other Nebraska planners that publish a flat or project fee charge less.
- 8 of the 8 other planners in Lincoln that publish a flat or project fee charge less.
About Alta Strada Wealth Management
- Firm size: 2 employees.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2025.
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Clients
- 54
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops
- Assets managed
- $52,660,140
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 337545
- Phone
- (531) 229-1993
Other planners in Lincoln that publish fees
- 402 FinancialLincoln$150/hr, $1,000-$5,000
- Alphaomega Wealth Management, LLCLincoln$500-$10,000, $150-$2,000/mo
- 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
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.