Omega Financial Group, LLC fees and pricing
Financial planner in Santa Barbara, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 19, 2026, Omega Financial Group, LLC charges $150-$950 an hour, a flat or project fee of $1,500-$20,000, and an annual fee of $1,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 19, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150-$950/hr
“Our hourly fees range from $150 to $950 for financial advisors.”
- Flat or project fee
- $1,500-$20,000
“Flat fees generally range from $1,500 to $20,000.”
- Annual fee
- $1,000/yr
“We require a retainer of at least $1,000 of the ultimate Financial Planning or Consulting fee with the remainder of the fee directly billed to you and due to us within thirty (30) days of your financial plan being delivered or consultation rendered to you.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Omega Financial Group, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Asset Management fees will be payable monthly in advance upon deposit of any funds or securities in the account.”
- “The first payment will be prorated to cover the period from the date the account is opened through the end of the first calendar month.”
- “Our Retirement Plan Consulting services are billed on an hourly basis, flat fee basis, or based on the percentage of Plan assets under management.”
How Omega Financial Group, LLC’s fees compare
- Its hourly rate of $150-$950 spans the California median of $300. 94% of the 932 other California planners that publish an hourly rate charge less.
- 14 of the 17 other planners in Santa Barbara that publish an hourly rate charge less.
- Its flat or project fee of $1,500-$20,000 spans the California median of $5,000. 82% of the 796 other California planners that publish a flat or project fee charge less.
- 10 of the 15 other planners in Santa Barbara that publish a flat or project fee charge less.
- Its annual fee of $1,000 is below the California median of $6,250. 8% of the 224 other California planners that publish an annual fee charge less.
- None of the 3 other planners in Santa Barbara that publish an annual fee charge less.
About Omega Financial Group, LLC
- Firm size: 6 employees.
- Registered as an adviser: 2013 (13 years).
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
- 1.5% a year
- Minimum
- $1,000,000 in assets (stated in brochure)
- Clients
- 319
- Employees
- 6
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, newsletters and publications, and educational seminars and workshops
- Assets managed
- $552,413,654
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 164147
- Phone
- (805) 617-4363
Can advise clients in 6 states: California, Colorado, Nevada, Oregon, Texas, Washington
Other planners in Santa Barbara that publish fees
- Abundant Wealth Partners, LLCSanta Barbara$175-$500/hr, $350-$25,000
- Arlington Financial Advisors, LLCSanta Barbara$375/hr, $4,950-$10,000
- Avalan, LLCSanta Barbara$250-$500/hr, $500-$10,000
- Blom Levy & Co., LLCSanta Barbara$2,000/qtr, $8,000/yr
- Bourke Wealth ManagementSanta Barbara$350/hr, $50,000
- Capital Adulting LLCSanta Barbara$250-$650/hr, $200-$800/mo
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.