Morey & Quinn Wealth Partners fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 17, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$500/hr

“As a fixed fee, typically ranging from $1,000 to $5,000 depending on the nature and complexity of each client’s circumstances, or On an hourly basis of $250 to $500 per hour.”

Flat or project fee

$1,000⁠-⁠$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 Morey & Quinn Wealth Partners bills

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

• “All financial planning fees are due in arrears upon presentation of the financial plan.”
• “Compensation – Wealth Management Services Fees are generally billed quarterly in advance based on the amount of assets managed at the beginning of the quarter.”
• “At account opening, the asset-based fees are billed for the remainder of the current billing period and based on the initial contribution.”

How Morey & Quinn Wealth Partners’ fees compare

• Its hourly rate of $250-$500 is above the Nebraska median of $250. 88% of the 32 other Nebraska planners that publish an hourly rate charge less.
• 13 of the 16 other planners in Omaha that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$5,000 is below the Nebraska median of $5,000. 34% of the 32 other Nebraska planners that publish a flat or project fee charge less.
• 5 of the 19 other planners in Omaha that publish a flat or project fee charge less.

About Morey & Quinn Wealth Partners

• Firm size: 4 employees.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• College planning
• Charitable giving

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

2% a year

Clients

548

Employees

4

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$373,428,329

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

332074

Website

youtube.com/@katiebruno-moreyquinnwealt4008 (opens in new tab)

Phone

(402) 502-9900

Can advise clients in 13 states: Arizona, Colorado, Florida, Georgia, Iowa, Illinois, Louisiana, Minnesota, Missouri, Nebraska, South Dakota, Texas, Virginia

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