Fee-only adviser · Lincoln, NE
R2 Wealth Management Partners
R2 Wealth Management Partners is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Lincoln, Nebraska. On its latest Form ADV, filed April 1, 2026, it reports $236M in regulatory assets under management, 430 individual clients and 3 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 338490 · SEC file 801-134643 |
| Office | 6940 O Street Suite 300 Lincoln, NE 68510 |
| Phone | (402) 489-9375 |
| Website | www.r2wealth.com |
| Regulatory assets under management | $236M ($220M discretionary) |
| Individual clients | 400 non-high-net-worth, 30 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting, Educational seminars |
| Employees | 3 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | April 1, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Lincoln
- Pittenger & Anderson Inc $3.0B
- Bellwether Wealth $784M
- Flagstone Financial Management, LLC $468M
- Paradigm Wealth Management $116M
- Round Table Investment Strategies, LLC $107M
- MJB Financial Planning $60M
See all 9 fee-only advisers in Lincoln →
Nearby
- Seward 1 firm
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at R2 Wealth Management Partners? Update this listing.