# Josh Knauss

> Josh Knauss is a fee-only financial advisor at OMNIWEALTH GROUP in Lewisburg, Pennsylvania, who holds the CFP credential. Josh charges a percentage of assets.

Page: https://find.wellspent.co/advisors/josh-knauss/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** OMNIWEALTH GROUP
- **Based in:** Lewisburg, Pennsylvania
- **Fee model:** Percentage of assets
- **Assets under management (firm):** $45.0M across 168 accounts
- **Credentials:** CFP
- **Works with:** Executives, Pre-retirees, Founders
- **CRD:** 4423212 (https://adviserinfo.sec.gov/individual/summary/4423212)
- **SEC registration:** Investment adviser representative in PA, TX
- **Exams passed:** Series 63 (2010), Series 66 (2012)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://omniwealthgroup.com

## Frequently asked questions

### Is Josh Knauss a fee-only financial advisor?

Yes. Josh Knauss is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Josh's firm.

### How does Josh charge for financial advice?

Josh charges a percentage of assets.

### Where is Josh Knauss based?

Josh Knauss is based in Lewisburg, Pennsylvania.

### What credentials does Josh Knauss hold?

Josh Knauss holds the CFP credential.

### Is Josh Knauss registered with the SEC?

Yes. Josh Knauss is registered as an investment adviser representative in PA and TX (CRD 4423212), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does OMNIWEALTH GROUP manage?

OMNIWEALTH GROUP reports $45.0M across 168 accounts in assets under management.

### How do I contact Josh Knauss?

Through Josh's website, omniwealthgroup.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/josh-knauss-11332): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://omniwealthgroup.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.