Schenkelberg Investments, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 14, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100/hr

“An hourly fee of $100 per hour is charged by Schenkelberg Investments for financial planning services under Schenkelberg Investments, LLC Page 12 Form ADV Part 2A:”

Flat or project fee

$2,000

“The maximum fixed fee is generally no more than $2,000.”

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

How Schenkelberg Investments, LLC 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.”
• “We will promptly refund any prepaid, unearned fees to you.”
• “The full amount that is managed will be billed at each tier.”

How Schenkelberg Investments, LLC’s fees compare

• Its hourly rate of $100 is below the Nebraska median of $250. 3% of the 32 other Nebraska planners that publish an hourly rate charge less.
• None of the 16 other planners in Omaha that publish an hourly rate charge less.
• Its flat or project fee of $2,000 is below the Nebraska median of $5,000. 16% of the 32 other Nebraska planners that publish a flat or project fee charge less.
• 1 of the 19 other planners in Omaha that publish a flat or project fee charge less.

About Schenkelberg Investments, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2016 (10 years).

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

Clients

96

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and newsletters and publications

Assets managed

$59,535,637

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

283281

Website

schenkelberg.investments (opens in new tab)

Phone

(402) 658-2152

Can advise clients in 2 states: 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

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