Legacy Estate Planning Group, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 1, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$225/hr

“One-time consulting services are offered based on an hourly fee of $225 per hour.”

Quarterly fee

$500⁠-⁠$800/qtr

“This consists of an initial upfront fee of between $750 and $3000 plus an ongoing quarterly fee between $500 and $800.”

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

How Legacy Estate Planning Group, Inc. bills

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

• “Client will pay the initial fee upon signing the agreement and the remainder upon completion of initial plan, and the quarterly fee each quarter within 10 days of the receipt of the invoice.”
• “Client may cancel within five (5) business days of signing Agreement for a full refund.”
• “Client will pay half of the estimated fee at the signing of the agreement with the balance of the fee due upon delivery of the completed plan.”

How Legacy Estate Planning Group, Inc.’s fees compare

• Its hourly rate of $225 is below the Nebraska median of $250. 38% of the 32 other Nebraska planners that publish an hourly rate charge less.
• 3 of the 16 other planners in Omaha that publish an hourly rate charge less.

About Legacy Estate Planning Group, Inc.

• Solo practice: one person runs the firm, so you work directly with the planner.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Founded: 2005 (21 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Insurance analysis
• Cash flow and budgeting

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

3% a year

Employees

1

Services reported to regulators

Financial planning and selecting other advisers

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

152422

Website

legacy-wise.com (opens in new tab)

Phone

(402) 614-9489

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