Omega Capital Management, LLC fees and pricing
Financial planner in Flanders, New Jersey. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 17, 2026, Omega Capital Management, LLC charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 17, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Omega Capital‘s hourly rate is $250.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Omega Capital Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The annual fee for this service is billed quarterly in advance based on the market value of the assets on the last day of the previous billing period.”
- “Unless otherwise noted in writing, our firm bills on cash.”
- “Fees for financial planning and consulting will be payable upon delivery of the written plan or completion of the contracted services.”
How Omega Capital Management, LLC’s fees compare
- Its hourly rate of $250 is below the New Jersey median of $300. 24% of the 174 other New Jersey planners that publish an hourly rate charge less.
About Omega Capital Management, LLC
“Our clients take comfort in knowing that our independence allows us to focus on what is most important the client It is our mission to become our clients’ most trusted advisor and educator in the process of identifying their investment, retirement, insurance, financial and estate planning goals as well as…”
- Firm size: 2 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2021 (5 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 160
- Employees
- 2
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $139,739,351
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 129167
- Phone
- (973) 927-8388
Can advise clients in 6 states: Florida, Massachusetts, New Hampshire, New Jersey, New York, Pennsylvania
Other planners in New Jersey that publish fees
- 3I Wealth Management LLCFairfield$1,500, $2,500/yr
- A.m. Perricone LLCShamong$20,000
- Able Wealth Management LLCToms River$250-$500/hr, $2,500-$100,000
- Access WealthEast Hanover$8,000-$18,000/yr
- Adviso WealthPrinceton$300-$450/hr, $500-$20,000
- Ahara AdvisorsJersey City$1,000/hr
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.