Executive Wealth Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Executive Wealth Partners provides discretionary and non-discretionary investment management, financial planning, and retirement rollover advice primarily to individual clients, including high-net-worth individuals and business owners. The firm manages client portfolios directly and also offers access to SEI-sponsored managed account and mutual fund model programs, while delivering individualized financial plans and rollover guidance.
Portfolios are constructed around each client’s stated goals, time horizon, objectives, and risk tolerance, using fundamental and technical analysis and allowing client-imposed investment restrictions. Account reviews and client reporting are performed at least quarterly, and clients may select wrap-fee or non-wrap arrangements with SEI acting as a co-advisor under tri-party agreements for certain managed account solutions.
The brochure discloses that the firm’s principal is also the owner of a registered insurance agency and is licensed to sell insurance products, receiving commissions on such sales — a relatively uncommon arrangement that the firm says is mitigated through disclosure and its fiduciary obligations and that clients are not required to purchase insurance from the firm. The principal additionally provides separate business consulting through an affiliated company, and the advisory practice operates with a modest asset base and small client roster, which shapes how services, referrals, and coordination with third-party platforms are handled.
Client services
Expertise
Occupation focus
Fee options
Financial planning fixed fees up to $25,000 depending on complexity
$0 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001+: 0.55%
Financial planning hourly fee range of $300 to $600 per hour
Fee-only: Hourly fee range of $300 to $600 per hour or a fixed fee up to $25,000 for financial planning
Main office
9802 Nicholas St., Suite 375
Omaha NE 68114
Advisors at this office
1
Most active in
Iowa · Nebraska
Also doing business as
Execso · Executive Wealth Partners · Foundations Financial Group Executive Solutions, Inc.
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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