Fyvie Financial LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$249/hr

“We will not accept cash payments via any other method. 12 2 - Ongoing Financial Planning Financial Planning report clients can access hourly consulting services at a reduced rate of $249 per hour for a minimum of 2 hours.”

Flat or project fee

$2,750

“- a comprehensive financial planning report, our minimum fee is $2,750 for an individual and $4,000 for families.”

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

How Fyvie Financial LLC bills

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

• “If you wish to DIY your own investment management but come to us for a financial report, then all fees are not negotiable.”
• “If you wish to DIY your own investment management but come to us for a financial report, then all fees are not negotiable.”
• “New account fees will be prorated from the inception of the account to the end of the month.”

How Fyvie Financial LLC’s fees compare

• Its hourly rate of $249 is below the Nebraska median of $250. 41% of the 32 other Nebraska planners that publish an hourly rate charge less.
• 4 of the 16 other planners in Omaha that publish an hourly rate charge less.
• Its flat or project fee of $2,750 is below the Nebraska median of $5,000. 31% of the 32 other Nebraska planners that publish a flat or project fee charge less.
• 4 of the 19 other planners in Omaha that publish a flat or project fee charge less.

About Fyvie Financial LLC

• Firm size: 3 employees.
• Registered as an adviser: 2023 (3 years).

Firm details from Form ADV

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

0.65% a year

Minimum

$2,750 minimum fee (stated in brochure)

Clients

77

Employees

3

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops

Assets managed

$15,858,896

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

309375

Website

fyviefinancial.com (opens in new tab)

Phone

(402) 210-3197

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