Omnistar Financial Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$222,132,192
Clients
236
Advisors
6
of 7 employees
About
OmniStar Financial Group is a registered investment adviser that provides discretionary wealth management, financial planning, and pension consulting to individuals, trusts, retirement plans and other entities. The firm manages roughly $285.7 million in discretionary assets for about 236 clients and commonly delivers ongoing portfolio management and bespoke financial planning to both individual and high-net-worth clients.
The firm relies on a mix of fundamental and technical analysis and offers several named strategies—Momentum, Equity Income, Growth & Income, Institutional—and diversified ETF strategies; the Momentum strategy, for example, holds up to 30 stocks with minimum market caps above $5 billion and a beta constraint under 1.4. OmniStar discloses use of options and other derivatives as permissible investments and may employ such instruments within separately managed accounts as part of its tactical approaches.
Several features distinguish OmniStar from many peers: the firm is also licensed as an insurance agency and its associated persons may receive commissions for selling life, disability, annuities and long-term care products, a practice the brochure notes can create conflicts of interest. The firm also operates a named 501(c)(3) foundation, offers higher‑tier clients access to services such as LifeLock and an OmniCap planning system plus limited reimbursements for estate‑planning and CPA costs, and—uncommonly for similarly sized teams—discloses the use of client testimonials in its advertising.
Client services
Expertise
Fee options
Financial planning services fees: Comprehensive plan $4,000; Specialized elements generally $500 each.
$15,000 - $299,999: 2.00% $300,000 - $499,999: 1.75% $500,000 - $999,999: 1.25% $1,000,000 - $2,999,999: 1.00% $3,000,000+: 0.85%
Commission-based compensation for selling insurance products separate from advisory fees.
Pension consulting services hourly rate: $250 per hour; Additional services may be charged hourly at current rate.
Account minimum: $250,000
Main office
1712 Eastwood Road, Suite 212
Wilmington NC 28403
Advisors at this office
6
Most active in
Massachusetts · North Carolina · South Carolina · Texas · Virginia
Also doing business as
North Star Financial Group · North Star Financial Group, Inc. · Omni Star Financial Group, Inc. · Omnistar Financial Group · Omnistar Financial Group, Inc.
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Quick links
Advisors at this firm
Roger F
CFP®, Series 63, Series 65
Wilmington, NC
Omnistar Financial Group, Inc.
Roger Fuller is a CFP® professional with 18 years of experience in the financial services industry. He is currently with OmniStar Financial Group, Inc., where he has worked since 2015, except for a brief period at Family First Life from 2020 to 2021. His prior experience includes roles at Stifel, Oppenheimer, Stanford Group Company, and Wells Fargo Clearing. OmniStar Financial Group is a registered investment adviser providing discretionary wealth management, financial planning, and pension consulting to individuals, trusts, retirement plans, and other entities. The firm manages approximately $285.7 million in assets for around 236 clients, employing a combination of fundamental and technical analysis along with several named investment strategies and diversified ETF approaches.
Christopher S
CFA®
Wilmington, NC
Omnistar Financial Group, Inc.
Christopher Smith is a CFA® charterholder with over 25 years of industry experience. He currently serves as an advisor at OmniStar Financial Group, Inc. and was previously owner and director of Gryphon Investment Counsel Inc. in Toronto, which has since been wound down. OmniStar Financial Group is a registered investment adviser that provides discretionary wealth management, financial planning, and pension consulting to individuals, trusts, retirement plans, and other entities. The firm manages roughly $285.7 million in discretionary assets across various strategies and offers services to both individual and high-net-worth clients.
Dustin H
CFP®, ChFC®, Series 63, Series 65
Wilmington, NC
Omnistar Financial Group, Inc.
Dustin Hocken is a financial advisor at OmniStar Financial Group, Inc. with 12 years of industry experience. He holds the CFP® and ChFC® designations and has worked at OmniStar since 2021, following eight years at Northwestern Mutual Investment Management. OmniStar Financial Group is a registered investment adviser serving individuals, trusts, and retirement plans with discretionary wealth management and financial planning. The firm employs a combination of fundamental and technical analysis across various strategies, including Momentum and Equity Income, and offers services such as portfolio management and pension consulting.
Lawrence C
CFP®, Series 65
Wilmington, NC
Omnistar Financial Group, Inc.
Lawrence Carr is a CFP® professional with four years of industry experience, currently serving at OmniStar Financial Group, Inc. He has prior experience at Nfp and worked in diverse roles including at Clinton Medical Clinic and Advanced Fire Protection. Carr is also a licensed insurance agent. OmniStar Financial Group is a registered investment adviser that manages discretionary wealth management, financial planning, and pension consulting for individuals, trusts, and retirement plans. The firm employs a blend of fundamental and technical analysis across several named strategies and serves both individual and high-net-worth clients.
Phillip C
Series 63, Series 66
Wilmington, NC
Omnistar Financial Group, Inc.
Phillip Clark is a financial advisor at Omnistar Financial Group, Inc. with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Omnistar Financial Group since 2006, including a current tenure beginning in 2012. Outside of his advisory role, Clark is an investor in a food service business. Omnistar Financial Group is a registered investment adviser managing approximately $285.7 million in discretionary assets for about 236 clients. The firm provides wealth management, financial planning, and pension consulting to individuals, trusts, and retirement plans, utilizing both fundamental and technical analysis across various named strategies and diversified ETF portfolios.
Michael S
Series 63, Series 65
Wilmington, NC
Omnistar Financial Group, Inc.
Michael Stuart is a financial advisor at OmniStar Financial Group, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at firms including Oak Harvest Financial Group, Lifestyle Financial, and Fidelity. OmniStar Financial Group is a registered investment adviser managing approximately $285.7 million in discretionary assets for individuals, trusts, retirement plans, and other entities. The firm provides ongoing portfolio management and customized financial planning, employing a blend of fundamental and technical analysis across multiple named strategies and diversified ETFs.
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