CWS Wealth Partners fees and pricing
Financial planner in Omaha, Nebraska. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 26, 2026, CWS Wealth Partners charges a flat or project fee of $1,000-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,000-$5,000
“AND CONSULTING CWS charges a fixed fee for financial planning ranging from $1,000 to $5,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How CWS Wealth Partners bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed quarterly in advance 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.”
- “The fees are charged monthly in arrears and are based on the average daily account balance for the period for the prior month.”
How CWS Wealth Partners’ fees compare
- Its flat or project fee of $1,000-$5,000 is below the Nebraska median of $5,000. 34% of the 32 other Nebraska planners that publish a flat or project fee charge less.
- 5 of the 19 other planners in Omaha that publish a flat or project fee charge less.
About CWS Wealth Partners
- Firm size: 2 employees.
- Registered as an adviser: 2021 (5 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
- 2% a year
- Clients
- 133
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $62,000,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 316112
- Phone
- (402) 999-2116
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
- Convergence Advisory GroupOmaha$100-$200/mo
- Cornerstone Financial Group,llcOmaha$5,000-$25,000
- 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.