Sequent Planning, LLC
Omaha, NE·SEC-registered · CRD #160381
Sequent Planning, LLC is an SEC-registered investment advisory firm in Omaha, NE managing $589M across 6.0k client accounts, with 76 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$589M
Client accounts
6.0k
Advisory staff
76
Fee model
Fee-based
How Sequent Planning, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Sequent Planning, LLC
How much does Sequent Planning, LLC manage?
Per its most recent SEC Form ADV filing (05/27/2026), Sequent Planning, LLC reports $589M in regulatory assets under management across roughly 6.0k client accounts.
How does Sequent Planning, LLC charge?
Sequent Planning, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Sequent Planning, LLC a fiduciary?
Yes. Sequent Planning, LLC is registered with the U.S. Securities and Exchange Commission (CRD #160381), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Sequent Planning, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Sequent Planning, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Sequent Planning, LLC's public SEC Form ADV filing (CRD #160381, filed 05/27/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Sequent Planning, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Sequent Planning, LLC? Claim this profile.