Smart Wealth, LLC fees and pricing
Financial planner in Omaha, Nebraska. Registered with the SEC.
According to its Form ADV Part 2A brochure dated July 23, 2026, Smart Wealth, LLC charges a flat or project fee of $1,800-$9,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,800-$9,500
“For most individual and family financial plans, fees generally range from $1,800 to $9,500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Smart Wealth, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “If a client terminates financial planning services after we have begun the work but before completion, the client will receive a full refund via a check mailed to the address of record.”
- “Financial planning fees are billed separately with invoices mailed to the address of record.”
- “In the event that SMART Wealth’s services are terminated mid-month, the management fee will be prorated based on the number of days that the Account was open and will be due to SMART Wealth by the Client upon termination of SMART Wealth’s services.”
How Smart Wealth, LLC’s fees compare
- Its flat or project fee of $1,800-$9,500 spans the Nebraska median of $5,000. 66% of the 32 other Nebraska planners that publish a flat or project fee charge less.
- 10 of the 19 other planners in Omaha that publish a flat or project fee charge less.
About Smart Wealth, LLC
“Offered SMART Wealth offers Retirement Income Strategies and Investment Advisory/Portfolio Management Services as well as Financial Planning and Consulting Services as follows: Retirement Income Strategies / Investment Advisory / Portfolio Management Services Our firm offers continuous and ongoing investment advice…”
- Principal: David Andrew
- Firm size: 41 employees.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Founded: 2020 (6 years).
Planning areas mentioned in the brochure
- Retirement planning
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
- 1.5% a year
- Clients
- 990
- Employees
- 41
- Works with
- Individuals, high net worth individuals, investment companies, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, selecting other advisers, newsletters and publications, educational seminars and workshops, and other services
- Assets managed
- $686,409,925
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 315496
- Phone
- (402) 369-7777
Can advise clients in 17 states: Arizona, Colorado, Florida, Georgia, Iowa, Indiana, Kansas, Kentucky, Maryland, Missouri, North Carolina, Nebraska, Nevada, Ohio, South Carolina, Texas, Virginia
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.