Firm
OMNIWEALTH GROUP
Lewisburg, Pennsylvania
Fee-only
OMNIWEALTH GROUP at a glance
- One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 4 employees and 167 individual clients, 6 of them high net worth.
- Its average account is about $268,000 (assets it manages divided by its 168 accounts).
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | Lewisburg, Pennsylvania |
|---|---|
| Website | omniwealthgroup.com |
| [email protected] | |
| Phone | (570) 939-1965 |
OMNIWEALTH GROUP fees
OMNIWEALTH GROUP doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. 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 · Fixed fees |
|---|---|
| Assets managed | $45 million |
| Individual clients | 161 |
| High-net-worth clients | 6 |
| Accounts managed | 168 |
| Employees | 4 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 305142 |