Spiehs Wealth Management, Inc. fees and pricing
Financial planner in Grand Island, Nebraska. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 24, 2026, Spiehs Wealth Management, Inc. charges $200 an hour 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.
- Hourly rate
- $200/hr
“SWM charges a non-negotiable hourly fee of $200 per hour for financial planning.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Spiehs Wealth Management, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed monthly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous month.”
- “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
- “The Client must consent in advance to direct debiting of their investment account.”
How Spiehs Wealth Management, Inc.’s 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.
- 1 of the 2 other planners in Grand Island that publish an hourly rate charge less.
About Spiehs Wealth Management, Inc.
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2023 (3 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Clients
- 287
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $32,000,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- Yes. Read them on the SEC site (opens in new tab)
- SEC CRD number
- 328455
- Phone
- (308) 675-1385
Other planners in Grand Island that publish fees
- Brokerage SpecialistsGrand Island$185/hr
- Fit WealthGrand Island$1,500-$30,000
- Plains Advisory LLCGrand Island$300/hr
- 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
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.