Omni Wealth Planning, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Omni Wealth Planning LLC is a state-registered, fee-only advisory firm that provides comprehensive financial planning and project-based planning to individuals, high-net-worth clients, business owners and corporations, and also offers educational seminars and speaking engagements for groups. The firm may refer clients to third‑party professionals (attorneys, accountants, insurance agents) but does not have affiliations or receive compensation from those referrals.
Work with clients is structured as either one‑time project engagements or ongoing advisory relationships; the firm recommends a 12‑month engagement to fully implement and monitor plans but also accepts limited‑scope or hourly work. Investment analysis provided as part of planning draws on fundamental, technical, cyclical and charting methods and applies modern portfolio theory and passive strategies when making recommendations.
Distinctive features include the regular provision of public and organizational educational seminars — a service that is uncommon among peers — combined with an operating model that does not offer discretionary portfolio management for individuals and does not charge percentage‑of‑assets‑under‑management fees. Compensation is limited to client-paid planning and seminar fees, the firm does not accept third‑party product commissions, and it does not custody client assets, which differentiates it from many AUM-focused independent advisers.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Fixed fees for Project-Based Financial Planning range from $1,200 to $8,000; initial fee for Ongoing Financial Planning ranges from $750 to $2,000
Hourly fees for Project-Based Financial Planning range from $125 to $250 per hour
Ongoing Financial Planning recurring monthly fees range from $125 to $500 paid in advance
Minimum fee: Minimum annual fee of $1,200 for Planning Services Fee-only: Fee-only firm; compensation received only from clients for services
Main office
West Lafayette IN
Advisors at this office
1
Most active in
Indiana
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
Forms ADV
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