Omar Ezz
Olive Tree Asset Management · Northville, Michigan
Omar Ezz is a fee-only financial advisor at Olive Tree Asset Management in Northville, Michigan, who holds the CFP credential. Omar charges a percentage of assets and a one-time planning fee (one-time plans from $500 and 1% a year on the first tier of assets managed).
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Who they serve
- Physicians
- Early-career professionals
- Newcomers (immigration)
Facts
| Firm | Olive Tree Asset Management |
|---|---|
| Based in | Northville, Michigan |
| Fee model | Percentage of assets · One-time planning fee |
| Fees (firm's website) | One-time plans from $500 · 1% a year on the first tier of assets managed |
| Assets under management | $12.5M across 50 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MI, TX · CRD 5504898 |
| Exams passed | Series 63 (2008) · Series 65 (2009) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | olivetreeasset.com |
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Questions about Omar
Is Omar Ezz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Omar holds no broker registration, and Olive Tree Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Omar charge for financial advice?
Omar charges a percentage of assets and a one-time planning fee.
How much does Omar charge?
According to Olive Tree Asset Management's website, checked October 30, 2026: one-time plans from $500; 1% a year on the first tier of assets managed.
Where is Omar Ezz based?
Omar Ezz is based in Northville, Michigan.
What credentials does Omar Ezz hold?
Omar Ezz holds the CFP credential.
Is Omar Ezz registered with the SEC?
Yes. Omar Ezz is registered as an investment adviser representative in MI and TX (CRD 5504898), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Olive Tree Asset Management manage?
Olive Tree Asset Management reports $12.5M across 50 accounts in assets under management.
How do I contact Omar Ezz?
Through Omar's website, olivetreeasset.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Olive Tree Asset Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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