Richard Jacob Holle

Wealthplan Partners

32 Years of Experience

View SEC Summary

Firm Information

Wealthplan Partners

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

20 advisors

Number of Clients

2,424 clients

Average Client Portfolio

$525K average

Assets Under Management

$1.3B

Fee Structure

Minimum Investment:$5K

Financial Plan Fee:Up to $5,000

Hourly Rate:$100 - $300/hr

Fees are negotiable and can be hourly, fixed, or based on assets under management. Flat financial planning fees range up to $5,000, and hourly fees range from $100 to $300. Investment management fees vary between 0.01% and 2.00% of assets under management. Clients may incur transaction charges and fund expenses. The firm may negotiate, reduce, or waive advisory fees for certain client accounts.

View Full Brochure on SEC

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth

Advisor Information

Office location

101 South 108th Avenue, Omaha, NE, 68154

Get directions

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

July 2013

Settled

Customer Dispute

May 2008

Denied

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Richard is an agent for Highland Capital, offering life insurance solutions since 2017. He is also a founding partner and wealth manager at Wealthplan Partners, dedicating a few hours per week to discussing strategies for improvement and growth.