Lexus Wealth Management fees and pricing
Financial planner in Omaha, Nebraska. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 7, 2026, Lexus Wealth Management charges a flat or project fee of $700-$20,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 7, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $700-$20,000
“The minimum fixed fee is generally $700, and the maximum fixed fee is generally no more than $20,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Lexus Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are prorated (based on the number of days service is provided during the initial billing period) for your account opened at any time other than the beginning of the billing period.”
- “If asset management services are commenced in the middle of the billing period, then the prorated fee for that billing period will be billed in arrears at the end of that billing period.”
- “When fees are billed in arrears, Lexus Wealth Management will prorate the final fee payment based on the number of days services are provided during the final period.”
How Lexus Wealth Management’s fees compare
- Its flat or project fee of $700-$20,000 spans the Nebraska median of $5,000. 81% of the 32 other Nebraska planners that publish a flat or project fee charge less.
- 15 of the 19 other planners in Omaha that publish a flat or project fee charge less.
About Lexus Wealth Management
“Asset Management Services – Lexus Wealth Management offers ongoing portfolio management services based on the individual goals, objectives, time horizon, and risk tolerance o:f each client.”
- Firm size: 3 employees.
- Registered as an adviser: 2023 (3 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- Cash flow and budgeting
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
- 1.75% a year
- Clients
- 279
- Employees
- 3
- 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, portfolio management for businesses and institutions, and educational seminars and workshops
- Assets managed
- $42,263,886
- Registered with
- State securities regulators
- Disciplinary disclosures
- Yes. Read them on the SEC site (opens in new tab)
- SEC CRD number
- 325200
- Phone
- (402) 454-7222
Can advise clients in 4 states: Georgia, Illinois, 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
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.