Wealthplan Investment Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100⁠-⁠$300/hr

“Flat fees generally range up to $5,000, and hourly fees generally range between $100 and $300.”

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

How Wealthplan Investment Management LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “These fees are negotiable and vary depending on the scope and complexity of the services provided and the professional rendering the services.”
• “Fees are generally due upon delivery of the financial plan or completion of the agreed-upon services.”
• “Any fees owed to WPIM upon termination will be billed at that time.”

How Wealthplan Investment Management LLC’s fees compare

• Its hourly rate of $100-$300 spans the Nebraska median of $250. 19% of the 32 other Nebraska planners that publish an hourly rate charge less.
• 1 of the 16 other planners in Omaha that publish an hourly rate charge less.

About Wealthplan Investment Management LLC

• Firm size: 34 employees.
• Registered as an adviser: 2020 (6 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate 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

2% a year

Clients

2,068

Employees

34

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, state and local governments, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutions, pension consulting, and selecting other advisers

Assets managed

$2,185,239,312

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

311364

Website

wealthplan.group (opens in new tab)

Phone

(402) 691-0200

Can advise clients in 36 states: Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Iowa, Illinois, Kansas, Louisiana, Massachusetts, Maryland, Minnesota, Missouri, Montana, North Carolina, Nebraska, New Hampshire, New Jersey, New Mexico, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Virginia, Washington, Wisconsin, Wyoming

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