Convergence Advisory Group fees and pricing
Financial planner in Omaha, Nebraska. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated June 12, 2026, Convergence Advisory Group charges a monthly fee of $100-$200 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 12, 2026. Fees can change, so confirm with the firm before you hire them.
- Monthly fee
- $100-$200/mo
“Investment management services in our Strategically Managed Portfolios plus the Income Conductor Plan: $200/month for 12 months Investment management services in our Strategically Managed Portfolios: $100/month for 12 months 6 The Income Conductor Plan provides a time-segmented retirement income plan that includes…”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Convergence Advisory Group bills
Payment and refund terms, quoted from the fee section of the brochure.
- “All fees are negotiable, and the final fee schedule is attached as Exhibit A of the Discretionary Investment Management Agreement (“Agreement”).”
- “Clients may terminate the Agreement without penalty for a full refund of our fees within five business days of signing the Agreement.”
- “The Management Fee shall be prorated and paid monthly, in arrears, based upon the market value of the Assets on the last day of the previous month.”
About Convergence Advisory Group
“Sound financial planning services can help clients identify the strengths and weaknesses of their longterm financial health. We offer separate financial planning services to our clients, including the creation of a financial plan for a flat fee, hourly financial planni”
- Firm size: 6 employees.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2020 (6 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.75% a year
- Clients
- 211
- Employees
- 6
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $104,549,298
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 308408
- Phone
- (402) 991-5600
Other planners in Omaha that publish fees
- Arkfeld Wealth Strategies, L.L.C.Omaha$1,000/yr
- Cambridge Advisors IncOmaha$2,500
- Canvas Retirement Planning LLCOmaha$300/hr, $500-$15,000
- Cornerstone Financial Group,llcOmaha$5,000-$25,000
- CWS Wealth PartnersOmaha$1,000-$5,000
- Ellerbrock-Norris Wealth Strategies LLCOmaha$250-$20,000
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.