Wealthplan Partners fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 21, 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 the hourly fee ranges between $100 and $300.The fee to be paid by the client will be outlined in the signed service agreement. 9 Prior to engaging us to provide financial planning and/or consulting services, the client and firm are required to enter into a written…”

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

How Wealthplan Partners bills

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

• “These fees are negotiable, depending upon the level and scope of the services and the professional rendering the financial planning service.”
• “The balance is generally due upon delivery of the financial plan or completion of the agreed upon services.”
• “Any fees owed to the firm upon termination will be billed to the client at that time.”

How Wealthplan Partners’ 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 Partners

• Firm size: 56 employees.
• Registered as an adviser: 2019 (7 years).

Planning areas mentioned in the brochure

• 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

1,677

Employees

56

Works with

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

Services reported to regulators

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

Assets managed

$1,120,185,963

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

305026

Website

feltzwp.com (opens in new tab)

Phone

(402) 691-0200

Can advise clients in 39 states: Alabama, Arkansas, Arizona, California, Colorado, Connecticut, Florida, Georgia, Hawaii, Iowa, Illinois, Indiana, Kansas, Louisiana, Massachusetts, Maryland, Michigan, 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