Walnut Private Equity Partners, LLC fees and pricing
Financial planner in Omaha, Nebraska. Registered with the SEC.
According to its Form ADV Part 2A brochure dated April 20, 2026, Walnut Private Equity Partners, LLC charges $250 an hour, a flat or project fee of $2,500-$40,000, and an annual fee of $7,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 20, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“An hourly fee of $250 per hour is charged by Walnut Private Equity Partners for consulting services.”
- Flat or project fee
- $2,500-$40,000
“The minimum fixed fee for consulting services will be $2,500, and maximum fixed fee for consulting services will be generally no more than $40,000.”
- Annual fee
- $7,000/yr
“Walnut Private Equity Partners has a minimum annual fee of $7,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Walnut Private Equity Partners, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “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, Walnut Private Equity Partners will prorate the final fee payment based on the number of days services are provided during the final period.”
- “Fees charged for my asset management services are negotiable based on the total amount of assets under management for the client.”
How Walnut Private Equity Partners, LLC’s fees compare
- Its hourly rate of $250 matches the Nebraska median of $250. 44% of the 32 other Nebraska planners that publish an hourly rate charge less.
- 5 of the 16 other planners in Omaha that publish an hourly rate charge less.
- Its flat or project fee of $2,500-$40,000 spans the Nebraska median of $5,000. 91% of the 32 other Nebraska planners that publish a flat or project fee charge less.
- 17 of the 19 other planners in Omaha that publish a flat or project fee charge less.
- Its annual fee of $7,000 is above the Nebraska median of $5,000. 75% of the 4 other Nebraska planners that publish an annual fee charge less.
- 3 of the 4 other planners in Omaha that publish an annual fee charge less.
About Walnut Private Equity Partners, LLC
- Firm size: 3 employees.
- Registered as an adviser: 2013 (13 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
- Minimum
- $1,000,000 in assets (stated in brochure)
- Clients
- 2
- Employees
- 3
- Works with
- High net worth individuals
- Services reported to regulators
- Financial planning and other services
- Assets managed
- $172,610,119
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 168840
- Phone
- (402) 991-2201
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.