Firm
Omni Wealth Management
Waukee, Iowa
Fee-only
Omni Wealth Management at a glance
- One of 62 fee-only firms based in Iowa in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 181 individual clients, 15 of them high net worth.
- Its average account is about $134,000 (assets it manages divided by its 274 accounts).
Facts
| Based in | Waukee, Iowa |
|---|---|
| Website | omniwealthdsm.com |
| Phone | (515) 326-5486 |
Omni Wealth Management fees
Omni Wealth Management 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $37 million |
| Individual clients | 166 |
| High-net-worth clients | 15 |
| Accounts managed | 274 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | July 31, 2026 |
| SEC record | CRD 307591 |