Reserve Wealth Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Reserve Wealth Planning provides comprehensive wealth management and financial planning to individuals, high-net-worth individuals, and charitable organizations, offering ongoing investment management alongside planning services that include business planning, retirement and tax-aware strategies, estate planning, insurance review, and college savings. The firm operates on a fee-only basis and coordinates referrals to third-party professionals and Outside Managers as part of its service model.
The adviser follows a holistic, long-term approach grounded in Modern Portfolio Theory and primarily implements passive, asset-class-based portfolios using index mutual funds and ETFs, while also offering customizable socially responsible (ESG) investment options and accommodating client-imposed restrictions. Reserve Wealth Planning uses model portfolios from XY Investment Solutions and can provide oversight of held-away accounts through the Pontera Solutions order-management platform, in addition to reviewing and monitoring Outside Managers.
Noteworthy operational features include the firm’s small scale—roughly $3.36 million in assets across about 21 client relationships—which may affect capacity and the personalized nature of service, and its recent founding in 2023. The brochure also discloses that the principal maintains substantial outside employment and that the firm implements trades on an individual rather than aggregated block basis, and it does not vote client proxies.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$0 - $2,000,000: 1.50% $2,000,001+: 1.00%
Fee-only: Fee-only firm, compensated solely by clients for advisory services; no commissions or sales-related compensation.
Main office
Omaha NE
Advisors at this office
1
Most active in
Nebraska
Also doing business as
Reserve Wealth Planning · Reserve Wealth Planning, LLC
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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