Lutz Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 21, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200⁠-⁠$500/hr

“Lutz Financial’s planning and consulting fees are negotiable, but is generally $5,000 on a fixed fee basis, and between $200 to $500 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).”

Flat or project fee

$5,000

From the same sentence as above.

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

How Lutz Financial bills

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

• “Although the schedules and description of fees set forth below are Lutz Financial’s standard fees, its fees remain negotiable.”
• “Lutz Financial may partially bill increases in the client’s account after the account was billed.”
• “Lutz advisory fees are payable according to the terms and conditions stated in the Retirement Plan Consulting Agreement between Lutz and the client.”

How Lutz Financial’s fees compare

• Its hourly rate of $200-$500 spans the Nebraska median of $250. 81% of the 32 other Nebraska planners that publish an hourly rate charge less.
• 12 of the 16 other planners in Omaha that publish an hourly rate charge less.
• Its flat or project fee of $5,000 matches the Nebraska median of $5,000. 50% of the 32 other Nebraska planners that publish a flat or project fee charge less.
• 7 of the 19 other planners in Omaha that publish a flat or project fee charge less.

About Lutz Financial

• Firm size: 23 employees.
• Registered as an adviser: 2003 (23 years).

Planning areas mentioned in the brochure

• Estate planning

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

1.5% a year

Minimum

$500,000 in assets (stated in brochure)

Clients

845

Employees

23

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutions, and pension consulting

Assets managed

$3,187,194,167

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

117273

Website

linkedin.com/in/justinvossen (opens in new tab)

Phone

(402) 827-2300

Can advise clients in 13 states: Arizona, California, Florida, Iowa, Illinois, Kansas, Minnesota, Missouri, Nebraska, New Hampshire, South Dakota, Texas, Washington

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