Chad Burger is a registered investment advisor at Reserve Wealth Planning, based in Omaha, NE, with 2 years of industry experience. Chad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 21 clients with $3.4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2M+ | 1.00% |
Fee Estimator
Location
Omaha, NE
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Chad works as a Senior Account Executive at Johnson & Johnson Vision, a medical device company. This role involves servicing, providing ophthalmic advice, and selling medical products, taking nearly full-time hours.
Employment History
Current Registrations
Reserve Wealth Planning
State Registrations1 state
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