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Sequent Planning, Llc

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Total assets under management

$394,657,254

Total clients

5,102

1% high-net worth

Total advisors

70

of 91 employees

Firm size

Enterprise

51-2,000 advisors or $10B+ in AUM

Average clients per advisor

73

Average account size

$77,353

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Fee options

Fixed

Fixed fee financial planning services ranging from $500 (limited scope) to $5,000 (comprehensive plan)

Project-based

Hourly financial planning fee ranges from $125 to $300 per hour, negotiable based on advisor experience and client factors

Other

Account minimum: $1,000 minimum fee for comprehensive financial planning; $500 minimum for limited engagement Minimum fee: Minimum fixed fee for comprehensive financial planning is $1,000; minimum fixed fee for limited engagement is $500

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

Sequent Planning, Llc

8420 West Dodge Road, Suite 110

Omaha NE 68114, United States

Number of offices

22

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn X Website 402-953-3544

Advisors at this firm

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Jared B

Series 63, Series 65

Omaha, NE

Sequent Planning, Llc
user avatar

Fraser A

Series 63, Series 65

Daytona Beach Shores, FL

Sequent Planning, Llc
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Roger M

Series 63, Series 65

Omaha, NE

Sequent Planning, Llc
user avatar

Brian E

Series 65

Kokomo, IN

Sequent Planning, Llc
user avatar

Todd T

Series 63, Series 66

Omaha, NE

Sequent Planning, Llc
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James C

Series 65

Omaha, NE

Sequent Planning, Llc
user avatar

Jacob T

Series 63, Series 65

Wichita, KS

Sequent Planning, Llc
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Sandra Z

Series 63, Series 65

Omaha, NE

Sequent Planning, Llc
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Kenneth W

Series 63, Series 65

Idaho Falls, ID

Sequent Planning, Llc
user avatar

Nathaniel F

Series 63, Series 66

Omaha, NE

Sequent Planning, Llc
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Daniel G

Series 63, Series 65

Omaha, NE

Sequent Planning, Llc
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Stanley S

Series 63, Series 65

Breinigsville, PA

Sequent Planning, Llc
user avatar

Brandon B

Series 63, Series 65

Omaha, NE

Sequent Planning, Llc
user avatar

Daniel Z

Series 63, Series 66

Omaha, NE

Sequent Planning, Llc
user avatar

Daniel Z

Series 63, Series 65

Great Falls, MT

Sequent Planning, Llc
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