P23 Financial, Inc fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 6, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

Up to $2,000

“Services are offered based on a flat fee between $0 and $2,000.”

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

How P23 Financial, Inc bills

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

• “Due upon delivery of the completed plan.”
• “The fee will be disclosed to the client in the Investment Advisory Agreement and are negotiable.”
• “For terminations after the initial five business days, Brookstone will be entitled to a pro-rata fee for the days service was provided in the final month.”

How P23 Financial, Inc’s fees compare

• Its flat or project fee of up to $2,000 is below the Nebraska median of $5,000. 9% of the 32 other Nebraska planners that publish a flat or project fee charge less.
• 2 of the 8 other planners in Lincoln that publish a flat or project fee charge less.

About P23 Financial, Inc

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP® and CPA.
• Registered as an adviser: 2018 (8 years).

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

Minimum

$50,000 in assets (stated in brochure)

Employees

1

Services reported to regulators

Financial planning, selecting other advisers, and educational seminars and workshops

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

291112

Phone

(402) 486-3777

Other planners in Lincoln that publish fees

• 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
• Capital Consulting & Asset ManagementLincoln$200⁠-⁠$400/hr
• Flagstone Financial Management, LLCLincoln$2,000, $400/mo
• Liberty Advisers Inc.Lincoln$75/hr, $750⁠-⁠$2,500

Compare all 14 planners in Lincoln