Brokerage Specialists fees and pricing

Financial planner in Grand Island, Nebraska. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated May 29, 2026, Brokerage Specialists charges $185 an hour for financial planning.

Published fees

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

Hourly rate: $185/hr; “BSI charges an hourly fee of $185 per hour for financial planning.”

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

“Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
“For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
“Client may cancel within five (5) business days of signing Agreement for a full refund and without penalty.”

Its hourly rate of $185 is below the Nebraska median of $250. 16% of the 32 other Nebraska planners that publish an hourly rate charge less.
None of the 2 other planners in Grand Island that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 3% a year
Employees: 2
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, selecting other advisers, newsletters and publications, and educational seminars and workshops
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 291011
Website: brokeragespecialists.com (opens in new tab)
Phone: (308) 398-0037

Is something on this page wrong or out of date?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