A complete list of active advisors currently associated with Omni Investment Solutions LLC

Warmer can help you find a great advisor at Omni Investment Solutions LLC or one who fits your needs even better.

Omni Investment Solutions is a small advisory firm that provides portfolio management through a co-advisor relationship with a third‑party money manager and offers financial planning and consulting to individual clients. The firm operates as a solo practice with one registered advisor and manages roughly 12 client relationships and about $2.78 million in discretionary assets. Omni selects and implements model portfolios provided by a designated portfolio manager (Gradient Investments, LLC) and retains limited discretion to choose and maintain models to align with clients’ risk tolerances, while not selecting individual securities within those models. It charges asset‑based fees for managed accounts and hourly fees for financial planning, and it shares in the third‑party manager’s fees under a formal fee‑sharing and incentive arrangement. Noteworthy aspects compared with peers include the principals’ affiliations with licensed insurance businesses and disclosed potential for external insurance compensation, plus other non‑investment business activities, all of which are disclosed as potential conflicts of interest. The combination of a solo advisor, a very small client roster and AUM, and the firm’s explicit co‑advisor incentive participation with the money manager makes its operating and revenue model less typical among supported firms.

To learn more about the advisors currently working at Omni Investment Solutions LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.