Oldfather Financial Services fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 29, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Our hourly rate is $250.”

Flat or project fee

$500⁠-⁠$10,000

“Fixed fee rates range between $500 to $10,000.”

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

How Oldfather Financial Services bills

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

• “Our investment management fees are negotiable and as a result, clients with similar assets may have different fee schedules and pay different fees.”
• “Fees are paid in advance either monthly, quarterly, semiannually or annually.”
• “Our advisory fee is negotiable, depending on individual client circumstances.”

How Oldfather Financial Services’ fees compare

• Its hourly rate of $250 matches the Nebraska median of $250. 44% of the 32 other Nebraska planners that publish an hourly rate charge less.
• Its flat or project fee of $500-$10,000 spans the Nebraska median of $5,000. 59% of the 32 other Nebraska planners that publish a flat or project fee charge less.

About Oldfather Financial Services

• Firm size: 6 employees.
• Registered as an adviser: 2025.

Planning areas mentioned in the brochure

• 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

1.5% a year

Minimum

No minimum stated in brochure

Clients

435

Employees

6

Works with

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

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$556,268,824

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

339739

Website

oldfatherfinancial.com (opens in new tab)

Phone

(308) 237-4571

Can advise clients in 4 states: Colorado, Kansas, Nebraska, Texas

Other planners in Kearney that publish fees

• Stonebridge Wealth Systems LLCKearney$300/hr
• 402 FinancialLincoln$150/hr, $1,000⁠-⁠$5,000
• Alphaomega Wealth Management, LLCLincoln$500⁠-⁠$10,000, $150⁠-⁠$2,000/mo
• Alta Strada Wealth ManagementLincoln$400/hr, $50,000
• Arc Element Wealth DesignPapillion$300/hr, $3,300
• Arkfeld Wealth Strategies, L.L.C.Omaha$1,000/yr

Compare all 81 planners in Nebraska