Canvas Retirement Planning 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.

Hourly rate

$300/hr

“Fees for these services are $300 per hour; billed in fifteen-minute increments (4 increments per hour), and a partial increment will be treated as a whole.”

Flat or project fee

$500⁠-⁠$15,000

“Fixed fee rates range between $500 to $15,000.”

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

How Canvas Retirement Planning LLC bills

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

• “The fee is based on a percentage of assets under management and, at the adviser's discretion, is negotiable.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “Fees may be negotiable in certain cases and the final agreed upon fee will be outlined in your Advisory Contract.”

How Canvas Retirement Planning LLC’s fees compare

• Its hourly rate of $300 is above the Nebraska median of $250. 56% of the 32 other Nebraska planners that publish an hourly rate charge less.
• 8 of the 16 other planners in Omaha that publish an hourly rate charge less.
• Its flat or project fee of $500-$15,000 spans the Nebraska median of $5,000. 69% of the 32 other Nebraska planners that publish a flat or project fee charge less.
• 11 of the 19 other planners in Omaha that publish a flat or project fee charge less.

About Canvas Retirement Planning LLC

• Principal: Quintin Smith
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2023 (3 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

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Employees

1

Services reported to regulators

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

Assets managed

$2,364,910

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

322475

Website

CanvasRetirementPlanning.com (opens in new tab)

Phone

(402) 300-3106

Other planners in Omaha that publish fees

• Arkfeld Wealth Strategies, L.L.C.Omaha$1,000/yr
• Cambridge Advisors IncOmaha$2,500
• 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