Sanders Retirement Planning LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Sanders Retirement Planning LLC provides investment advisory and financial planning services primarily to individual and high‑net‑worth clients, and also serves trusts, estates and business entities. Its services include continuous asset management and advisement, written financial plans, and fiduciary retirement‑account rollover advice.
The firm manages most assets on a discretionary basis and uses fundamental analysis combined with strategic and tactical asset‑allocation approaches, employing both long‑ and short‑term holdings as appropriate and modest cash positioning when warranted. For custody and trade execution it typically recommends Schwab Institutional and integrates ongoing portfolio monitoring and periodic rebalancing into client reviews.
Distinctive aspects include a small, recently registered advisory team of two equal owners managing roughly $62 million for about 73 clients across multiple offices, and a householding policy that combines related accounts for account administration and service. The firm discloses that one of its investment adviser representatives is licensed as an insurance agent but the firm has a policy against selling insurance or accepting related commissions, and it does not vote client proxies (clients retain proxy‑voting responsibility).
Client services
Expertise
Fee options
Annual flat fee available upon request for asset management services, divided into quarterly payments; financial planning fees typically one-time $5,000 to $7,000
$0 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $1,500,000: 1.00% $1,500,001 - $2,500,000: 0.90% $2,500,001+: Flat annual rate of $22,500
Not specifically stated, but hourly charges reported in SEC Form ADV Part 1; financial planning fees charged for non-asset management clients
Account minimum: $500,000 Fee-only: Financial planning services fees range from $5,000 to $7,000 for one-time projects
Main office
2111 South 67th Street, Ste 300
Omaha NE 68106
Advisors at this office
2
Most active in
California · Iowa · Nebraska · Texas
Also doing business as
Sanders Retirement Planning · Sanders Retirement 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
Quick links
Advisors at this firm
Logan S
CFP®, Series 65
Omaha, NE
Sanders Retirement Planning LLC
Logan Sanders is a CFP® professional with four years of experience, currently serving as an advisor at Sanders Retirement Planning LLC. Prior to joining the firm, he held roles at TS Bank and US Bank. Outside of finance, he has been an instructor at Sanders ATA Martial Arts since 2008. Sanders Retirement Planning LLC provides investment advisory and financial planning services primarily to individual and high-net-worth clients, as well as trusts, estates, and business entities. The firm employs a combination of fundamental analysis and strategic asset allocation, managing most assets on a discretionary basis.
Scott L
Series 65
Omaha, NE
Sanders Retirement Planning LLC
Scott Leise is a Series 65 licensed advisor at Sanders Retirement Planning LLC in Omaha, NE, with six years of industry experience. His prior roles include positions at TS Bank d/b/a Callahan Financial Planning, Callahan Financial Planning Company, and Wells Fargo. Sanders Retirement Planning LLC offers investment advisory and financial planning services primarily to individual and high-net-worth clients, as well as trusts, estates, and business entities. The firm employs fundamental analysis combined with strategic and tactical asset allocation, managing most assets on a discretionary basis and incorporating ongoing portfolio monitoring and periodic rebalancing.
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