Your Everyday Roi fees and pricing
Financial planner in Howells, Nebraska. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 19, 2026, Your Everyday Roi charges $350 an hour, a flat or project fee of $3,000, and a monthly fee of $350 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 19, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350/hr
“Hourly financial planning engagements are offered at a rate of $350 per hour, depending on complexity.”
- Flat or project fee
- $3,000
“The fixed fee is $3,000, which half of the fee is due at the beginning of the process and the remainder is due upon completion of work.”
- Monthly fee
- $350/mo
“Ongoing Financial Planning Ongoing financial planning is offered at a fixed rate of $350 per month.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Your Everyday Roi bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee may be negotiable in certain cases.”
- “Fees for this service may be paid by electronic funds transfer or check.”
- “Upon termination of any agreement, the fee will be prorated and any unearned fees will be refunded to the Client.”
How Your Everyday Roi’s fees compare
- Its hourly rate of $350 is above the Nebraska median of $250. 81% of the 32 other Nebraska planners that publish an hourly rate charge less.
- Its flat or project fee of $3,000 is below the Nebraska median of $5,000. 34% of the 32 other Nebraska planners that publish a flat or project fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Your Everyday Roi
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2026.
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Employees
- 1
- Services reported to regulators
- Financial planning
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 339933
- Phone
- (402) 380-0730
Other planners in Nebraska that publish fees
- 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
- Arc Element Wealth DesignPapillion$300/hr, $3,300
- Arkfeld Wealth Strategies, L.L.C.Omaha$1,000/yr
- Arnold Weitz & CoElkhorn$150/hr
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.