Ellerbrock-Norris Wealth Strategies LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 17, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$250⁠-⁠$20,000

“C.​ With respect to financial planning, Adviser charges a flat rate that generally ranges between $250 and $20,000 per financial plan, and/or ongoing flat fees charged monthly or quarterly depending on the nature and complexity of the financial planning services to be rendered and the specific scope of financial…”

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

How Ellerbrock-Norris Wealth Strategies LLC bills

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

• “Fees are deducted in advance on a quarterly basis from clients’ assets and based upon the market value of such assets managed by Adviser as of the last business day of the prior calendar quarter (inclusive of securities, cash, and cash equivalents).”
• “June 17, 2026 charged in advance or arrears, and each client’s specific fee schedule is included as part of the investment advisory agreement signed by Adviser and the client.”
• “Upon termination of a financial planning engagement, the client shall be entitled to a pro rata refund of any pre-paid fees based upon the number of days in the applicable billing period up to the Termination Date.”

How Ellerbrock-Norris Wealth Strategies LLC’s fees compare

• Its flat or project fee of $250-$20,000 spans the Nebraska median of $5,000. 78% of the 32 other Nebraska planners that publish a flat or project fee charge less.
• 14 of the 19 other planners in Omaha that publish a flat or project fee charge less.

About Ellerbrock-Norris Wealth Strategies LLC

• Firm size: 2 employees.
• Founded: 2018 (8 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• Insurance analysis
• Cash flow and budgeting
• Charitable giving

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

74

Employees

2

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

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

Assets managed

$171,618,658

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

295099

Website

en-ws.com (opens in new tab)

Phone

(402) 884-1320

Can advise clients in 2 states: Nebraska, Texas

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
• CWS Wealth PartnersOmaha$1,000⁠-⁠$5,000

Compare all 46 planners in Omaha