A complete list of active advisors currently associated with Omni Wealth Planning, LLC
Warmer can help you find a great advisor at Omni Wealth Planning, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Omni Wealth Planning, 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.
Name |
Location |
Years of experience |
|---|---|---|
West Lafayette, IN
| 4
|
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