Sanders Retirement Planning LLC fees and pricing
Financial planner in Omaha, Nebraska. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 24, 2026, Sanders Retirement Planning LLC charges a flat or project fee of $22,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $22,500
“Beyond that, each household must individually qualify to receive a flat annual rate of $22,500 by having $2,500,000 of assets under management/advisement.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Sanders Retirement Planning LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “When an annual flat-fee is used, we divide the annual fee into equal, quarterly payments, billed in advance (at the start of the billing period).”
- “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/advisement services are commenced in the middle of a billing period, the prorated fee for the initial billing period is billed in advance as soon as all accounts are funded (assets transferred).”
How Sanders Retirement Planning LLC’s fees compare
- Its flat or project fee of $22,500 is above the Nebraska median of $5,000. 94% of the 32 other Nebraska planners that publish a flat or project fee charge less.
- 18 of the 19 other planners in Omaha that publish a flat or project fee charge less.
About Sanders Retirement Planning LLC
“Asset Management and Advisement Services – Sanders Retirement Planning LLC offers asset management and advisement services, which involves Sanders Retirement Planning LLC providing you with continuous and ongoing supervision over your specified accounts (collectively, the “Account”).”
- Firm size: 2 employees.
- Registered as an adviser: 2024 (2 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- 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
- Clients
- 73
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and other services
- Assets managed
- $62,342,950
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 333590
- Phone
- (402) 933-4101
Can advise clients in 3 states: California, Iowa, Nebraska
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
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.