Fair Winds Financial Planning fees
Financial planner in Papillion, Nebraska. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated June 26, 2025, Fair Winds Financial Planning (Papillion, NE) charges a flat or project fee of $2,500-$7,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 26, 2025. Fees can change.
- Flat or project fee
- $2,500-
$7,000 Runs from below the Nebraska median of $5,625 to above it.
“Our fixed fee for comprehensive plans varies based upon the selected service and complexity of the situation and will range from $2,500 to $7,000.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- No
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFP® professional (opens in new tab)
- Team size
- Solo practice (one employee)
- Registered since
- 2024 (2 years)
How Fair Winds Financial Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Payment requests for our fees will be preceded by our invoice.”
- “Fees are to be paid by check or draft from US-based financial institutions.”
- “We require a deposit of one-half the estimated fee to initiate the engagement, and the remainder will be due upon delivery of the plan.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees and flat or fixed fees
- Services reported to regulators
- Financial planning
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of June 26, 2025
- CRD number
- 330941 (opens in new tab)
- Phone
- (402) 672-4446
Other planners in Papillion that publish fees
- Arc Element Wealth DesignPapillionHourly $300/hr, Flat $3,300
More planners in Nebraska that publish fees
- Schenkelberg Investments, LLCOmahaHourly $100/hr, Flat up to $2,000
- Canvas Retirement Planning LLCOmahaHourly $300/hr, Flat $500-$15,000
- Alta Strada Wealth ManagementLincolnHourly $400/hr, Flat $5,000-$50,000
- Flagstone Financial Management, LLCLincolnMonthly $400-$2,000/mo
- PlanVest, LLCBlairHourly $200/hr
- Sanders Retirement Planning LLCOmahaFlat $5,000-$7,000
Is something on this page wrong or out of date?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.