Arkfeld Wealth Strategies, L.L.C. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 29, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee

$1,000/yr

“There is a minimum annual fee of $1,000 per plan.”

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

How Arkfeld Wealth Strategies, L.L.C. bills

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

• “Fees are generally calculated and charged quarterly in advance based on the period ending balance of assets under management at the end of the preceding quarter.”
• “Fees for partial quarters 2 are prorated based on the number of days assets are under management.”
• “Fees are generally deducted directly from client accounts, but clients may elect to alternatively pay fees by check.”

How Arkfeld Wealth Strategies, L.L.C.’s fees compare

• Its annual fee of $1,000 is below the Nebraska median of $5,000. None of the 4 other Nebraska planners that publish an annual fee charge less.
• None of the 4 other planners in Omaha that publish an annual fee charge less.

About Arkfeld Wealth Strategies, L.L.C.

• Firm size: 8 employees.
• Registered as an adviser: 2018 (8 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning

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

Minimum

$1,000 minimum fee (stated in brochure)

Clients

937

Employees

8

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers

Assets managed

$537,974,000

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

293175

Website

arkfeldwealth.com (opens in new tab)

Phone

(402) 933-1970

Can advise clients in 9 states: Arizona, California, Florida, Iowa, Kansas, Missouri, Nebraska, South Dakota, Texas

Other planners in Omaha that publish fees

• Cambridge Advisors IncOmaha$2,500
• Canvas Retirement Planning LLCOmaha$300/hr, $500⁠-⁠$15,000
• Convergence Advisory GroupOmaha$100⁠-⁠$200/mo
• Cornerstone Financial Group,llcOmaha$5,000⁠-⁠$25,000
• CWS Wealth PartnersOmaha$1,000⁠-⁠$5,000
• Ellerbrock-Norris Wealth Strategies LLCOmaha$250⁠-⁠$20,000

Compare all 46 planners in Omaha