Capital Consulting & Asset Management fees and pricing
Financial planner in Lincoln, Nebraska. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 24, 2026, Capital Consulting & Asset Management charges $200-$400 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200-$400/hr
“CCAM’s fees for financial planning services, which are separate from its fees for investment management services, are calculated at an hourly rate of $200-$400 per hour and may be negotiable depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Capital Consulting & Asset Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “All fee arrangements are subject to negotiation, and in general, fees are due upon delivery of the Client’s plan.”
- “Alternatively, you may write a check in the amount of the financial planning fee, payable to CCAM.”
- “Alternatively, for tax purposes, clients may write a check in the amount of the advisory fee, payable to CCAM.”
How Capital Consulting & Asset Management’s fees compare
- Its hourly rate of $200-$400 spans the Nebraska median of $250. 56% of the 32 other Nebraska planners that publish an hourly rate charge less.
- 4 of the 5 other planners in Lincoln that publish an hourly rate charge less.
About Capital Consulting & Asset Management
“Page 4 of 39 DE 10113863.1 DE 10490160.2 Financial Planning and Consulting CCAM provides personal financial planning and consulting services tailored to the individual needs of the client.”
- Principal: Robert E. Nixon
- Firm size: 8 employees.
- Credentials named in the brochure: CFP® and CPA.
- Registered as an adviser: 1996 (30 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Clients
- 180
- 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
- $218,676,079
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 41438
- Website
- ccam.net (opens in new tab)
- Phone
- (402) 477-2500
Can advise clients in 7 states: Arizona, California, Colorado, Minnesota, Nebraska, Texas, Washington
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
- Alta Strada Wealth ManagementLincoln$400/hr, $50,000
- 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.