Omega Strategies LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Financial Projects are offered based on an hourly fee of $250 per hour.”

Flat or project fee

$1,000

“Financial Plans are offered based on a flat fee of $1,000.”

Monthly fee

$25/mo

“NEWSLETTER SUBSCRIPTION Omega charges a fee of $25/month for a weekly newsletter.”

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

How Omega Strategies LLC bills

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

• “Fees are billed monthly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous month.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
• “Fees for financial plans are due upon delivery of the completed plan or service.”

How Omega Strategies 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.
• Its flat or project fee of $1,000 is below the New Jersey median of $5,000. 8% of the 168 other New Jersey planners that publish a flat or project fee charge less.

About Omega Strategies LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2026.

Firm details from Form ADV

How the firm is paid

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

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and newsletters and publications

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

342402

Phone

(646) 226-4366

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

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