Omicron Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$148,486,501
Clients
74
Advisors
2
of 2 employees
About
Omicron Advisors provides investment supervisory services, financial planning, and pension consulting to individuals (including high-net-worth clients), pension and profit-sharing plans, and nonprofit accounts. The small advisory team manages roughly $151 million across about 74 client relationships and does not impose account minimums for clients.
The firm follows an academic-driven investment approach that emphasizes diversification, passive strategies, and the use of mutual funds and ETFs to implement individualized Investment Policy Statements. Omicron typically manages accounts on a discretionary basis, conducts quarterly portfolio reviews, and requires Charles Schwab as the custodian for managed accounts.
A distinctive feature is the firm’s affiliation with an accounting practice: one principal owns the accounting firm and another provides accounting support, and the brochure states the affiliation is used to bring tax and accounting insight into investment and planning work. The firm discloses that clients are not required to use the accounting firm and that principals split time between roles, a staffing arrangement the firm notes may require delegation when time conflicts arise.
Client services
Expertise
Occupation focus
Fee options
Financial planning fixed fees generally range from $2,500 to $10,000 annually, not exceeding $30,000; pension consulting fixed fees negotiable, up to 2% of assets
$0 - $500,000: 1.30% $500,001 - $750,000: 1.20% $750,001 - $1,000,000: 1.10% $1,000,001 - $2 million: 1.00% $2,000,001 - $4 million: 0.90% $4,000,001 - $6 million: 0.75% $6,000,001 - $10 million: 0.60% $10,000,001+: 0.40%
Up to $350 per hour for financial planning services
Fee-only: Financial planning fixed fees range from $2,500 to $10,000 annually, generally not exceeding $30,000; hourly fees up to $350/hour; pension consulting fees negotiable, up to 2% of assets or a negotiated fixed fee not exceeding 2% of assets
Main office
300 Granite Run Drive, Suite 120
Lancaster PA 17601
Advisors at this office
2
Most active in
Delaware · Maryland · Pennsylvania
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Ross B
CFP®, Series 66
Lancaster, PA
Omicron Advisors, LLC
Ross Burnam is a CFP® with 20 years of industry experience and serves as an advisor at Omicron Advisors, LLC, where he has worked since 2012. He also operates his own accounting practice, Ross W. Burnam, CPA, PA, providing accounting services. Omicron Advisors provides investment supervisory services, financial planning, and pension consulting to individuals, pension and profit-sharing plans, and nonprofit accounts. The firm follows an academic-driven investment approach that emphasizes diversification and passive strategies, managing approximately $151 million across about 74 client relationships.
Ross B
CFP®, PFS™, Series 66
Lancaster, PA
Omicron Advisors, LLC
Ross Burnam is a CFP® and PFS™ with 25 years of industry experience. He is a principal at Omicron Advisors, LLC, where he has worked since 2012, and he also owns and operates Ross W. Burnam, CPA, PA, a separate accounting practice established in 1989. Burnam serves as successor trustee for a testamentary education trust. Omicron Advisors, LLC provides investment supervisory services, financial planning, and pension consulting to individuals, trusts, partnerships, and non-profit plans. The firm manages discretionary portfolios for a small client base using an investment approach based on academic research, emphasizing diversification and passive strategies through mutual funds and ETFs.
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