Josh Knauss
OMNIWEALTH GROUP · Lewisburg, Pennsylvania
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.
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Who they serve
- Executives
- Pre-retirees
- Founders
Facts
| Firm | OMNIWEALTH GROUP |
|---|---|
| Based in | Lewisburg, Pennsylvania |
| Fee model | Percentage of assets |
| Assets under management | $45.0M across 168 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA, TX · CRD 4423212 |
| Exams passed | Series 63 (2010) · Series 66 (2012) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | omniwealthgroup.com |
| Profile |
How Josh's firm compares
- OMNIWEALTH GROUP's average account is about $268,000, from its Form ADV (assets managed divided by 168 accounts).
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Questions about Josh
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- OMNIWEALTH GROUP website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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