R2 Wealth Management Partners fees and pricing
Financial planner in Lincoln, Nebraska. Registered with the SEC.
According to its Form ADV Part 2A brochure dated April 1, 2026, R2 Wealth Management Partners charges $200 an hour and a flat or project fee of $250-$1,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 1, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200/hr
“An hourly fee of $200 per hour is charged by R2 Wealth Management Partners for financial planning services under this arrangement.”
- Flat or project fee
- $250-$1,000
“The minimum fixed fee is generally $250 and the maximum fixed fee is generally no more than $1,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How R2 Wealth Management Partners bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are prorated (based on the number of days service is provided during the initial billing period) for your account opened at any time other than the beginning of the billing period.”
- “If asset management services are commenced in the middle of a billing period, the prorated fee for the initial billing period is billed in arrears at the same time as the next full billing period’s fee is billed.”
- “Any unpaid hourly fees are due immediately upon completion and delivery of the financial plan.”
How R2 Wealth Management Partners’ fees compare
- Its hourly rate of $200 is below the Nebraska median of $250. 19% of the 32 other Nebraska planners that publish an hourly rate charge less.
- 2 of the 5 other planners in Lincoln that publish an hourly rate charge less.
- Its flat or project fee of $250-$1,000 is below the Nebraska median of $5,000. None of the 32 other Nebraska planners that publish a flat or project fee charge less.
- None of the 8 other planners in Lincoln that publish a flat or project fee charge less.
About R2 Wealth Management Partners
“Asset Management Services R2 Wealth Management Partners offers asset management services, which involve R2 Wealth Management Partners providing you with continuous and ongoing supervision over your specified accounts.”
- Firm size: 3 employees.
- Registered as an adviser: 2025.
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
- 1.25% a year
- Minimum
- No minimum stated in brochure
- Clients
- 430
- Employees
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, newsletters and publications, and educational seminars and workshops
- Assets managed
- $236,037,275
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 338490
- Phone
- (402) 489-9375
Can advise clients in 11 states: Arizona, California, Colorado, Florida, Illinois, Missouri, North Carolina, Nebraska, Nevada, Texas, Wisconsin
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
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.