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Find Retirement Advisors for Retirement Planning in Lincoln, Nebraska

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

Finding the Best Retirement Planners in Lincoln, Nebraska

Last Updated - April 25, 2025

Lincoln has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 12 non-vetted advisors in your local area. These retirement advisors in Lincoln, Nebraska have an average of 9 years of experience.

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List of Qualified Retirement Planning Advisors in Lincoln, Nebraska

VERIFIED

Geoffrey Hemenway
Hemenway Financial Services

Qualifications
CRD# 6382170
Firm CRD# 6413
Series 6, 7, 63, 65

Minimum Assets Required
$250,000

Address

5310 S 139th Plz Ste 301,
Omaha, NE 68137 See Details

Advisory Services:

Financial Planning, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Hourly, Based on Assets

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Top 12 Retirement Planning firms in Lincoln, Nebraska (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	5945 R Street, Lincoln, NE, 68505-3402	$24,871,650,720	1982	50	A percentage of AUM, Fixed fees, Other (VARIOUS MORTGAGE LOAN, BRIDGE LOAN AND REAL ESTATE FEES)
2	5900 O Street, Lincoln, NE, 68510	$10,289,301,520	39033	545	A percentage of AUM, Hourly charges, Fixed fees, Other (SOLICITOR FEES)
3	5533 S. 27th Street, Suite 201 Lincoln, NE, 68512	$3,311,270,399	2126	14	A percentage of AUM, Other (FLAT FEE FOR FINANCIAL PLANS FOR NON-AUM CLIENT)
4	121 South 13th Street, Suite 100 Lincoln, NE, 68508-1911	$3,273,838,712	9	3	A percentage of AUM, Performance Based
5	6003 Old Cheney Rd, Suite 350 Lincoln, NE, 68516	$644,332,628	1131	9	A percentage of AUM, Hourly charges, Fixed fees
6	140 North 8th Street, Suite 210 Lincoln, NE, 68058	$516,613,791	1119	11	A percentage of AUM, Hourly charges, Fixed fees
7	8101 O Street, Suite 301 Lincoln, NE, 68510	$386,182,129	715	8	A percentage of AUM, Hourly charges, Fixed fees
8	5801 Hidcote Dr. Ste 100, Lincoln, NE, 68516	$375,178,791	324	10	A percentage of AUM, Hourly charges, Fixed fees
9	7221 Plaza Court, Lincoln, NE, 68516	$326,862,915	1682	12	A percentage of AUM, Hourly charges, Fixed fees
10	140 N. 8th Street, 410 The Apothecary Lincoln, NE, 68508	$296,326,030	1490	8	A percentage of AUM, Hourly charges
11	7140 Stephanie Lane, Lincoln, NE, 68516	$201,222,368	584	4	A percentage of AUM
12	151 N 8th Street, Suite 450, Lincoln, NE, 68508	$62,134,830	189	350	Other (THIRD PARTY ADVISORY FEES)

Information on Top Retirement Planning firms in Lincoln, Nebraska

AMERITAS INVESTMENT PARTNERS, INC.

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QualificationsFirm CRD# 109381

Assets Under Management $24,871,650,720

No. Of Clients1982

Clients Per Financial Advisor40

AMERITAS INVESTMENT PARTNERS, INC. is a financial advisory firm situated in Lincoln, Nebraska. With a nearly $25B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1982 clients. The team consists of 50 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Fixed fees
Other (VARIOUS MORTGAGE LOAN
BRIDGE LOAN AND REAL ESTATE FEES)

Financial Planning Services

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (MORTGAGE LOAN AND REAL ESTATE ORIGINATION, MANAGEMENT AND SERVICING)

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AMERITAS ADVISORY SERVICES, LLC

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QualificationsFirm CRD# 317245

Assets Under Management $10,289,301,520

No. Of Clients39033

Clients Per Financial Advisor72

AMERITAS ADVISORY SERVICES, LLC is a financial advisory firm situated in Lincoln, Nebraska. With a nearly $10B assets under management, the firm specializes in crafting personalized retirement planning solutions for 39033 clients. The team consists of 545 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (SOLICITOR FEES)

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

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PITTENGER & ANDERSON INC

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QualificationsFirm CRD# 111033

Assets Under Management $3,311,270,399

No. Of Clients2126

Clients Per Financial Advisor152

PITTENGER & ANDERSON INC is a financial advisory firm situated in Lincoln, Nebraska. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2126 clients. The team consists of 14 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Other (FLAT FEE FOR FINANCIAL PLANS FOR NON-AUM CLIENT)

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses

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WHITETAIL ROCK CAPITAL MANAGEMENT, LLC

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QualificationsFirm CRD# 156675

Assets Under Management $3,273,838,712

No. Of Clients9

Clients Per Financial Advisor3

WHITETAIL ROCK CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Lincoln, Nebraska. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 9 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Performance Based

Financial Planning Services

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

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LINCOLN CAPITAL, LLC

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QualificationsFirm CRD# 168307

Assets Under Management $644,332,628

No. Of Clients1131

Clients Per Financial Advisor126

LINCOLN CAPITAL, LLC is a financial advisory firm situated in Lincoln, Nebraska. With a nearly $644M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1131 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

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BELLWETHER WEALTH

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QualificationsFirm CRD# 300012

Assets Under Management $516,613,791

No. Of Clients1119

Clients Per Financial Advisor102

BELLWETHER WEALTH is a financial advisory firm situated in Lincoln, Nebraska. With a nearly $517M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1119 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

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R2 WEALTH MANAGEMENT PARTNERS

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QualificationsFirm CRD# 282055

Assets Under Management $386,182,129

No. Of Clients715

Clients Per Financial Advisor89

R2 WEALTH MANAGEMENT PARTNERS is a financial advisory firm situated in Lincoln, Nebraska. With a nearly $386M assets under management, the firm specializes in crafting personalized retirement planning solutions for 715 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Publication of periodicals and newsletters
Education seminars/workshops

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FLAGSTONE FINANCIAL MANAGEMENT, LLC

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QualificationsFirm CRD# 285484

Assets Under Management $375,178,791

No. Of Clients324

Clients Per Financial Advisor32

FLAGSTONE FINANCIAL MANAGEMENT, LLC is a financial advisory firm situated in Lincoln, Nebraska. With a nearly $375M assets under management, the firm specializes in crafting personalized retirement planning solutions for 324 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

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PLAN A WEALTH, LLC

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QualificationsFirm CRD# 287860

Assets Under Management $326,862,915

No. Of Clients1682

Clients Per Financial Advisor140

PLAN A WEALTH, LLC is a financial advisory firm situated in Lincoln, Nebraska. With a nearly $327M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1682 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

View Full Profile

CAPITAL CONSULTING & ASSET MANAGEMENT

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QualificationsFirm CRD# 41438

Assets Under Management $296,326,030

No. Of Clients1490

Clients Per Financial Advisor186

CAPITAL CONSULTING & ASSET MANAGEMENT is a financial advisory firm situated in Lincoln, Nebraska. With a nearly $296M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1490 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

View Full Profile

HBE WEALTH MANAGEMENT, LLC

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QualificationsFirm CRD# 128315

Assets Under Management $201,222,368

No. Of Clients584

Clients Per Financial Advisor146

HBE WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Lincoln, Nebraska. With a nearly $201M assets under management, the firm specializes in crafting personalized retirement planning solutions for 584 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM

Financial Planning Services

Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

View Full Profile

ALLSTATE FINANCIAL ADVISORS, LLC

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QualificationsFirm CRD# 109524

Assets Under Management $62,134,830

No. Of Clients189

Clients Per Financial Advisor1

ALLSTATE FINANCIAL ADVISORS, LLC is a financial advisory firm situated in Lincoln, Nebraska. With a nearly $62M assets under management, the firm specializes in crafting personalized retirement planning solutions for 189 clients. The team consists of 350 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

Other (THIRD PARTY ADVISORY FEES)

Financial Planning Services

Selection for other advisors

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Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Retirement Planners in Omaha, Nebraska

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

Get Matched With Planners

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