Firm
Odyssey Group Wealth Advisors
Lancaster, Pennsylvania
Fee-only
Odyssey Group Wealth Advisors at a glance
- One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
- 4 advisors are listed here; 3 of 4 hold the CFP.
- Its Form ADV reports 6 employees and 245 individual clients, 100 of them high net worth.
- Its average account is about $554,000 (assets it manages divided by its 760 accounts).
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | Lancaster, Pennsylvania |
|---|---|
| Website | ogwa.com |
| Phone | (717) 553-4722 |
Odyssey Group Wealth Advisors fees
Odyssey Group Wealth Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $421 million |
| Individual clients | 145 |
| High-net-worth clients | 100 |
| Accounts managed | 760 |
| Employees | 6 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-133758) |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 336636 |