Advisor at Focus Partners Wealth, LLC
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Firm
Focus Partners Wealth, LLC
Location
Omaha, NE 68154
Credentials
CFP®
Industry experience
22 years
Richard Homan is a CFP® professional with 22 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously led Homan Wealth Advisors, LLC for over two decades. In addition to his advisory work, he provides tax planning and consulting services through Hancock & Dana, P.C. Focus Partners Wealth, LLC offers wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity and utilizes a combination of active and passive strategies within an enhanced open architecture framework.
Based on Focus Partners Wealth, LLC
Based on Focus Partners Wealth, LLC
Negotiable and vary from client to client based on assets, services, and other factors; no fixed tier schedule explicitly stated
Performance-based fees are charged for certain private funds managed by Focus Partners; details vary by fund and are disclosed separately
Account minimum: $5,000 Minimum fee: Typically a minimum fee of $5,000 for investment management services Fee-only: Fees based on a percentage of assets under management, generally negotiated; includes fees for financial counseling and other advisory services separate from commissions
12829 W Dodge Rd, #202
Omaha, NE 68154
Nebraska · Texas
Focus Partners Wealth, LLC
2025 - Present (1 year)
Homan Wealth Advisors, LLC
2003 - 2025 (22 years)
Hancock & Dana P.C.
2002 - 2025 (23 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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.
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