Family Financial Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Family Financial Planning provides financial planning and coaching to individuals and families and may also work with trusts, estates and other private clients. Services focus on written deliverables — comprehensive financial plans and special-topic plans — supplemented by financial coaching and impersonal educational materials.
The firm operates as an advice-only practice and does not take custody of client assets or implement securities transactions on clients’ behalf, leaving implementation to the client or their chosen custodian. Investment guidance emphasizes mutual funds and ETFs and applies value-oriented, long-term and tactical asset-allocation principles, drawing on fundamental, technical and cyclical analysis as appropriate.
Noteworthy differences from many peers include the firm’s use of regular newsletters and periodic educational workshops offered on an impersonal basis, and the fact that it reports no assets under management and does not provide portfolio management for individual accounts. The firm also does not rely on percentage-of-assets fees and provides interactive, “what-if” access to planning scenarios alongside annual plan reviews for its small client base.
Client services
Expertise
Fee options
Conversion of prior plan to current format charged at $150 per hour; billing at $150 per hour if financial planning services terminated after 5 business days before plan delivery for work already performed.
Ongoing Services: $300 enrollment fee plus $200 per month.
Fee-only: Comprehensive Financial Plan: $3,500 one-time (negotiable, can be lower or higher based on complexity); Special Topic Financial Plan: $900 one-time; Ongoing Services: $300 enrollment fee plus $200 per month; Financial Coaching: $150 retainer, $600 for first session, $300 for subsequent sessions.
Main office
Nebraska City NE
Advisors at this office
1
Most active in
Nebraska
Also doing business as
Family Financial Planning · Wulf, Robert J.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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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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