Arnold Weitz & Co fees and pricing

Financial planner in Elkhorn, Nebraska. Registered with the SEC.

According to its Form ADV Part 2A brochure dated February 23, 2026, Arnold Weitz & Co charges $150 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $150/hr; “These values are based on an hourly fee of $150 per hour.”

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

“The fee will be paid quarterly and in arrears for clients’ who transitioned over from IMPAC accounts to the Ambassador Program and in advance for all new Ambassador accounts.”
“In the event of termination of your Agreement, we will refund to you the prorated portion of the fee for the quarter of termination.”
“Once an initial inventory of your situation has been completed, all subsequent financial advice is billed at a flat rate.”

Its hourly rate of $150 is below the Nebraska median of $250. 9% of the 32 other Nebraska planners that publish an hourly rate charge less.

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: 2.25% a year
Clients: 34
Employees: 2
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $438,072,517
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 108026
Website: raymondjames.com/awcfinancial (opens in new tab)
Phone: (402) 392-2244

Can advise clients in 2 states: Nebraska, Texas

Is something on this page wrong or out of date?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.