Sequent Planning, LLC fees and pricing

Published fees

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

Hourly rate

$500/hr

“Hourly fees are capped at $500 per hour for either a limited-scope engagement or a financial planning engagement.”

Flat or project fee

$500⁠-⁠$1,000

“The minimum fixed fee for a comprehensive financial plan is $1,000 and the minimum fixed fee for a limited engagement is $500.”

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

How Sequent Planning, 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.”
• “If asset management services are commenced in the middle of the billing period, then the prorated fee for that billing period will be billed in arrears at the end of that billing period.”
• “When fees are billed in arrears, Sequent Planning will prorate the final fee payment based on the number of days services are provided during the final period.”

How Sequent Planning, LLC’s fees compare

• Its hourly rate of $500 is above the Nebraska median of $250. 97% of the 32 other Nebraska planners that publish an hourly rate charge less.
• 15 of the 16 other planners in Omaha that publish an hourly rate charge less.
• Its flat or project fee of $500-$1,000 is below the Nebraska median of $5,000. 6% of the 32 other Nebraska planners that publish a flat or project fee charge less.
• None of the 19 other planners in Omaha that publish a flat or project fee charge less.

About Sequent Planning, LLC

• Firm size: 102 employees.
• Registered as an adviser: 2018 (8 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax 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

1.75% a year

Clients

6,015

Employees

102

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, newsletters and publications, and educational seminars and workshops

Assets managed

$589,473,003

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

160381

Website

twitter.com/@sequentplanning (opens in new tab)

Phone

(402) 953-3544

Can advise clients in 41 states: Alabama, Arkansas, Arizona, California, Colorado, Connecticut, Florida, Georgia, Hawaii, Iowa, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Michigan, Minnesota, Missouri, Mississippi, Montana, North Carolina, Nebraska, New Jersey, New Mexico, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin

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

Compare all 46 planners in Omaha