Canvas Retirement Planning LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Canvas Retirement Planning LLC provides investment management and limited-scope financial planning services for individual and high-net-worth clients, while also implementing model portfolios and managing assets through recommended outside managers and a third‑party sub‑advisor. The firm describes itself as fee‑only and delivers ongoing portfolio supervision alongside one‑time or project‑based planning engagements.
The firm’s investment approach emphasizes asset allocation and Modern Portfolio Theory, using a mix of passive and active funds, ETFs, and individual securities to match client risk tolerances and goals; when appropriate, it selects and oversees unaffiliated outside managers and a technology‑driven sub‑advisor to implement chosen models. It also offers short‑term, hourly planning engagements in addition to its ongoing AUM‑based management arrangements.
Noteworthy for a firm in this category, the principal also owns an affiliated accounting practice (Canvas Tax) and acts as a tax accountant, and the advisory practice may refer clients between the two entities without receiving referral compensation. The advisor’s willingness to both recommend and supervise other advisers, to use an external model provider, and to offer hourly planning services distinguishes it from many investment‑manager firms that focus solely on pooled or institutional mandates.
Client services
Expertise
Fee options
Project-Based Financial Planning fees range from $500 to $15,000
$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.25%
$300 per hour, billed in 15-minute increments
Fee-only: Investment Management, Project-Based Financial Planning ($500-$15,000), Hourly Financial Planning ($300/hour)
Main office
Omaha NE
Advisors at this office
1
Most active in
Nebraska
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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