Omaris Financial, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Project-Based Financial Planning OF charges an hourly fee of $300 for Project-Based Financial Planning, with a two hour minimum engagement.”

Annual fee

$6,500⁠-⁠$8,500/yr

“The minimum annual fee for an individual household begins at $6,500, and the minimum annual fee for a multi-member household is $8,500.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Omaris Financial, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are negotiable and some fees may vary by Client for similar services.”
• “Fees can be collected monthly or quarterly, in arrears, based on client preference.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods. 9 If OF utilizes an Outside Manager, the above fee schedule does not include the Outside Manager's fee.”

How Omaris Financial, LLC’s fees compare

• Its hourly rate of $300 is above the Pennsylvania median of $250. 57% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
• 2 of the 2 other planners in Abington that publish an hourly rate charge less.
• Its annual fee of $6,500-$8,500 is above the Pennsylvania median of $6,000. 54% of the 74 other Pennsylvania planners that publish an annual fee charge less.

About Omaris Financial, LLC

• Principal: Ronald Saul
• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2021 (5 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Minimum

$6,500 minimum fee (stated in brochure)

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

342792

Phone

(267) 388-0937

Other planners in Abington that publish fees

• Gibraltar Wealth Management, LLCAbington$150⁠-⁠$350/hr, $3,000⁠-⁠$18,000
• Myers Capital Management, IncAbington$160/hr, $2,000⁠-⁠$6,000
• 100 Plus PlanningCenter Valley$1,000⁠-⁠$6,000
• 10TH Street CapitalPhiladelphia$300/hr, $3,000⁠-⁠$20,000
• 2ND Story Wealth PlannersPlymouth Meeting$400/hr, $3,000⁠-⁠$6,000
• 80 West Asset Management, LLCPittsburgh$250/hr, $2,000/yr

Compare all 4 planners in Abington