Executive Wealth Partners fees and pricing

Financial planner in Omaha, Nebraska. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 12, 2026, Executive Wealth Partners charges $300⁠-⁠$600 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 12, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $300⁠-⁠$600/hr; “Services are offered based on an hourly fee range of $300 to $600 per hour or an fixed fee up to $25,000, depending on complexity and geographic location.”

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 minus any cash or cash equivalents as of the close of business on the last business day of the previous quarter.”
“Our investment advisory fee is calculated quarterly based on the market value as of the end of the previous quarter, paid in arrears.”
“Executive Wealth Partners’ fee will be calculated quarterly on the Client’s Account balance and payable quarterly in arrears net of any income, withholding or other taxes.”

Its hourly rate of $300-$600 is above the Nebraska median of $250. 94% of the 32 other Nebraska planners that publish an hourly rate charge less.
14 of the 16 other planners in Omaha that publish an hourly rate charge less.

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: 1.5% a year
Clients: 14
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: $18,302,406
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 297608
Phone: (402) 991-1700

Can advise clients in 2 states: Iowa, Nebraska

Is something on this page wrong or out of date?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.