Omicron Advisors, LLC

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Client assets under management

$148,486,501

Clients

39% high-net-worth

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Low

Average account size

$2,006,574

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

Financial planning Portfolio management Pension consulting

Expertise

Passive / index investing

Occupation focus

Founder/Business Owner

Fee options

Fixed

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

Percentage

$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%

Project-based

Up to $350 per hour for financial planning services

Other

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 location

Omicron Advisors, LLC

300 Granite Run Drive, Suite 120

Lancaster PA 17601, United States

Number of offices

Most active in

Delaware · Maryland · Pennsylvania

Disclosures

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:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 302-453-9662

Advisors at this firm

Ross B

CFP®, Series 66

Lancaster, PA

Omicron Advisors, LLC

Ross Burnam is a CFP® and Series 66-licensed financial advisor with 19 years of industry experience. He has been with Omicron Advisors, LLC since 2012 and also operates a CPA firm, Ross W. Burnam, CPA, PA, where he works as a staff accountant. Omicron Advisors, LLC provides investment supervisory services, financial planning, and pension consulting to individuals, partnerships, trusts, and non-profit plans. The firm manages discretionary portfolios using a research-based, passive investment approach grounded in Modern Portfolio Theory and the Efficient Market Hypothesis.

Passive / index investing Founder/Business Owner

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.

Passive / index investing Founder/Business Owner

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