Ross Burnam
Omicron Advisors · Lancaster, Pennsylvania
Ross Burnam is a fee-only financial advisor at Omicron Advisors in Lancaster, Pennsylvania, who holds the CFP and PFS credentials. Omicron Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Ross →
Facts
| Firm | Omicron Advisors |
|---|---|
| Based in | Lancaster, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $151.2M across 199 accounts |
| Credentials | CFP · PFS |
| SEC registration | Investment adviser representative in DE, MD, PA · CRD 4081305 |
| Exams passed | Series 66 (1999) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.omicronadvisors.com |
How Ross's firm compares
- Omicron Advisors's average account is about $760,000, from its Form ADV (assets managed divided by 199 accounts).
Request an introduction to Ross
Tell Ross a little about what you're looking for. Ross 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 Ross
Is Ross Burnam a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ross holds no broker registration, and Omicron Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ross charge for financial advice?
Ross's firm, Omicron Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Ross Burnam based?
Ross Burnam is based in Lancaster, Pennsylvania.
What credentials does Ross Burnam hold?
Ross Burnam holds the CFP and PFS credentials.
Is Ross Burnam registered with the SEC?
Yes. Ross Burnam is registered as an investment adviser representative in DE, MD and PA (CRD 4081305), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Omicron Advisors manage?
Omicron Advisors reports $151.2M across 199 accounts in assets under management.
How do I contact Ross Burnam?
Through Ross's website, www.omicronadvisors.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
- 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.
See something wrong? Request a correction. Read our methodology.