Omen Quelvog
Formynder Wealth Management, LLC · Fredericksburg, Virginia
Omen Quelvog is a fee-only financial advisor at Formynder Wealth Management, LLC in Fredericksburg, Virginia, who holds the CFP credential. Omen charges a flat fee or retainer and an ongoing planning fee and focuses on flat-fee planning, retirement planning and tax planning.
Request an introduction to Omen →
Specialties
Who they serve
- Retirees
- Pre-retirees
- Mid-life transitions
Facts
| Firm | Formynder Wealth Management, LLC |
|---|---|
| Based in | Fredericksburg, Virginia |
| Fee model | Flat fee or retainer · Ongoing planning fee |
| Accepting new clients | Yes |
| Assets under management | $216K across 5 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX, VA · CRD 7852976 |
| Exams passed | Series 65 (2023) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | 4myndr.com |
| Profile |
How Omen's firm compares
- Formynder Wealth Management, LLC's average account is about $43,000, from its Form ADV (assets managed divided by 5 accounts).
Request an introduction to Omen
Tell Omen a little about what you're looking for. Omen isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Omen
Is Omen Quelvog a fee-only financial advisor?
Yes. Omen Quelvog 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 Omen's firm.
How does Omen charge for financial advice?
Omen charges a flat fee or retainer and an ongoing planning fee.
Where is Omen Quelvog based?
Omen Quelvog is based in Fredericksburg, Virginia.
What does Omen specialize in?
Omen's specialties include flat-fee planning, retirement planning, tax planning and estate & legacy planning. Omen works with retirees, pre-retirees and mid-life transitions.
What credentials does Omen Quelvog hold?
Omen Quelvog holds the CFP credential.
Is Omen Quelvog registered with the SEC?
Yes. Omen Quelvog is registered as an investment adviser representative in TX and VA (CRD 7852976), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Formynder Wealth Management, LLC manage?
Formynder Wealth Management, LLC reports $216K across 5 accounts in assets under management.
How do I contact Omen Quelvog?
Through Omen's website, 4myndr.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
- Formynder Wealth Management, LLC 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.
See something wrong? Request a correction. Read our methodology.