PlannerFees

MJB Financial Planning fees and pricing

Financial planner in Lincoln, Nebraska. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 10, 2026, MJB Financial Planning charges a flat or project fee of $2,500 and a quarterly fee of $4,375 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 10, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee
$2,500
“Limited Scope Financial Planning Service – The fee for the service is a fixed fee of $2,500 with $1,000 due upon the signing of the agreement and $1,500 when MJB Financial Planning provides the financial planning recommendations.”
Quarterly fee
$4,375/qtr
“This fee is billed quarterly in arrears, resulting in a quarterly fee of $4,375.”

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

How MJB Financial Planning bills

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

  • “The first quarterly fee is prorated based on the date the advisory agreement is signed.”
  • “At MJB Financial Planning’s discretion, a client may instead pay advisory fees by check or electronic bank transfer.”

How MJB Financial Planning’s fees compare

  • Its flat or project fee of $2,500 is below the Nebraska median of $5,000. 25% of the 32 other Nebraska planners that publish a flat or project fee charge less.
  • 5 of the 8 other planners in Lincoln that publish a flat or project fee charge less.

About MJB Financial Planning

“We Offer Wealth Management - MJB Financial Planning primarily offers individuals and families a service that combines financial planning and investment management, which is referred to as Wealth Management.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Matt Buckwalter
  • Firm size: 2 employees.
  • Credentials named in the brochure: CFP®.
  • Registered as an adviser: 2006 (20 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax 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% a year
Clients
25
Employees
2
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$60,239,269
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
141373
Website
napfa.org/firm/6073/7148 (opens in new tab)
Phone
(402) 413-1097

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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.