Omega Advisory LLC fees
Financial planner in Cumming, Georgia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 23, 2026, Omega Advisory LLC (Cumming, GA) charges $120 an hour for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 23, 2026. Fees can change.
- Hourly rate
- $120/hr
Below the Georgia median of $276; 2% of the 93 other planners in Georgia that publish an hourly rate charge less. None of the 4 other planners in Cumming charge less.
“Financial plans are based on an hourly fee at a rate of $120 per hour, priced according to the degree of complexity associated with the client’s situation.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
- Registered since
- 2017 (9 years)
How Omega Advisory LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed quarterly in arrears based on the amount of assets managed as of the close of the last business of each quarter.”
- “Clients may terminate their account within five (5) business days of signing the Investment Advisory Agreement for a full refund.”
- “The payment is due upon delivery of the plan.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees and a percentage of assets under management
- Clients
- 154
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $83.9 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of March 2, 2026
- CRD number
- 287459 (opens in new tab)
- Phone
- (770) 361-3034
Registered in 5 states: California, Georgia, Louisiana, Texas, Virginia
Other planners in Cumming that publish fees
- Greenway Financial Planning, LLCCummingFlat $100-$2,000, Monthly $50-$500/mo
- Financial Consultants Group IncCummingFlat $2,500-$10,000
- FinAcura Advisory LLCCummingHourly $150/hr
- Mason Wealth StrategiesCummingHourly $200/hr
- Chattahoochee WealthCummingFlat $3,000-$15,000, Annual $3,000-$23,000/yr
- Infinity Wealthcare, LLCCummingHourly up to $250/hr, Flat $750-$10,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.