Reserve Wealth Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$3,359,137
Total clients
21
5% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
21
Average account size
$159,959
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
Financial planning
Portfolio management
Expertise
General retirement planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Occupation focus
Founder/Business Owner
Demographic focus
Approaching retirement
Baby Boomers (Born 1946-1964)
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 location
Reserve Wealth Planning
Omaha NE, United States
Number of offices
1
Most active in
Reserve Wealth 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 not 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.
-
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.
-
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.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")