WealthPlan GroupFinancial advisor in Omaha, NE

Also ranked: #4 of 24 wealth managers in Omaha#15 of 53 investment advisors in Omaha

WealthPlan Group is a financial advisor at 101 S 108th Ave 2nd Fl, Omaha, NE 68154, ranked #23 of 135 financial advisors in Omaha and rated 4.8 from 22 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Omaha, NEUpdated November 9, 20260 paid placements in any rankingHow we rank

Call (402) 691-0200 Website ↗

Key facts

Key facts about WealthPlan Group
Address	101 S 108th Ave 2nd Fl, Omaha, NE 68154Get directions
Phone	(402) 691-0200
Website	wealthplangroup.com
Hours	Monday to Friday: 8 AM – 5 PM
Google rating	4.8 from 22 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Financial Advisorsmain specialtyGoogle main category
Financial PlannersGoogle main category
Wealth Managementbusiness name
Investment Advisorsadditional Google category

Service area

Serves Omaha and 5 towns within 25 miles: La Vista, Chalco, Papillion, Bellevue and Fremont.

Based in Omaha, NEView on map

Opening hours

Opening hours for WealthPlan Group
Day	Hours
Monday	8 AM – 5 PM
Tuesday	8 AM – 5 PM
Wednesday	8 AM – 5 PM
Thursday	8 AM – 5 PM
Friday	8 AM – 5 PM
Saturday	Closed
Sunday	Closed

Open evenings — no
Open Saturdays — no
Open Sundays — no

Questions about WealthPlan Group

How is WealthPlan Group ranked in Omaha?

WealthPlan Group is ranked #23 of 135 financial advisors in Omaha by RFA Score, with 71 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are WealthPlan Group’s hours?

WealthPlan Group is open Monday to Friday. Its listed hours are Monday to Friday, 8 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does WealthPlan Group serve?

Serves Omaha and 5 towns within 25 miles: La Vista, Chalco, Papillion, Bellevue and Fremont. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about WealthPlan Group?

WealthPlan Group has a rating of 4.8 from 22 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact WealthPlan Group?

Call WealthPlan Group on (402) 691-0200. The business is at 101 S 108th Ave 2nd Fl, Omaha, NE 68154. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

WealthPlan Group compared with nearby businesses
Business	Rank	RFA Score	Google rating	Saturday	Sunday	Distance away
WealthPlan Group (this business)	—	71	4.8 (22)	No	No
Schroder Financial, LLC	#21	71	5.0 (21)	No	No	5.2 mi
Geraud Gandemey: Primerica - Financial Services	#22	71	5.0 (19)	—	—	0.8 mi
Omaha Bookkeeping	#24	70	5.0 (16)	Yes	No	7.5 mi

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