JV
CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
10 advisors
Number of Clients
881 clients
Average Client Portfolio
$3.0M average
Assets Under Management
$2.6B
Fee Structure
Minimum Investment:$500K
Minimum Annual Fee:$1,250
Financial Plan Fee:$5,000
Hourly Rate:$200 - $500/hr
Investment advisory fees are based on a percentage of assets managed, as shown in the table. Financial planning services are offered on a stand-alone basis for a fixed fee of $5,000 or an hourly rate of $200-$500. The firm maintains a minimum fee of the lesser of 1.50% annually or $1,250 per quarter. Lutz Financial generally maintains a minimum asset level of $500,000.
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningInsurance Planning
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Advisor Information
Office location
13616 California Street, Suite 300, Omaha, NE, 68154-5336
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Lutz Financial
February 2008 - Present · 17 yrs 11 mos
State Registrations2 states
NETX
Advisor
Exams
No exam information available for this advisor.