M
Midwest Value Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
This total excludes 3 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Midwest Value Planning provides consulting services primarily to investment advisor representatives and registered investment adviser firms, delivering financial planning, tax advice, educational materials, advanced planning concepts and marketing support. The firm also offers limited individual income tax preparation and financial planning services outside of its adviser-consulting engagements.
Work is delivered as a consultative service to the subscribing advisor: Midwest Value Planning bases its advice on information supplied by the advisor or client, does not make investment recommendations or manage client accounts, and leaves implementation and investment decisions to the advisor. Engagements are billed on an hourly, project or retainer basis, and the firm may earn additional compensation tied to threshold levels for new client assets placed in certain tax-advantaged strategies.
The firm’s principal holds CPA and CFP® credentials and maintains a tax practice, so tax planning and preparation are integrated into its adviser-focused consulting—an arrangement that is uncommon for firms in this category. Unlike many investment-management peers, Midwest Value Planning primarily serves other advisers rather than individual investors and does not charge percentage-of-assets fees, take custody, or exercise discretionary investment authority.
Client services
Financial planning
Expertise
General tax planning
Occupation focus
Financial Professional
Fee options
Project rate or retainer fee arrangement for consulting services
Hourly rate charged to Investment Advisor Representative as consulting fees
Main office location
Midwest Value Planning
Omaha NE, United States
Number of offices
1
Most active in
Midwest Value Planning has reported serving >5 clients in these states in the last 12 months.
Nebraska
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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:
-
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.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
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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