Omega Wealth Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 20, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$350/hr

“In certain circumstances, fees for specific administrative and other consulting services will be billed on an hourly basis, ranging from $250 - $350 per hour, depending on the nature and complexity of each client's circumstances.”

Annual fee

$20,000/yr

“While fees generally begin at $20,000 annually, they vary based on the scope and complexity of services and may exceed this level.”

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

How Omega Wealth Management LLC bills

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

• “Clients will be billed quarterly in advance based on the total annual agreed-upon Life/Wealth Advisory fee.”
• “Subsequent quarterly invoices will be for the balance of the fixed fee divided by the number of quarters of service remaining.”
• “Clients can pay by physical check, digital bank draft (i.e., PaySimple®) or debit from their custodial account.”

How Omega Wealth Management LLC’s fees compare

• Its hourly rate of $250-$350 spans the Virginia median of $260. 53% of the 203 other Virginia planners that publish an hourly rate charge less.
• 9 of the 16 other planners in Arlington that publish an hourly rate charge less.
• Its annual fee of $20,000 is above the Virginia median of $6,350. 87% of the 55 other Virginia planners that publish an annual fee charge less.
• 6 of the 6 other planners in Arlington that publish an annual fee charge less.

About Omega Wealth Management LLC

• Firm size: 7 employees.
• Founded: 1999 (27 years).

Planning areas mentioned in the brochure

• Estate planning
• College planning
• 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

Clients

121

Employees

7

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops

Assets managed

$309,669,547

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

132580

Website

linkedin.com/company/1014619 (opens in new tab)

Phone

(703) 387-0919

Can advise clients in 6 states: District of Columbia, Maryland, New Hampshire, New York, Texas, Virginia

Other planners in Arlington that publish fees

• Arlington Wealth Planning, LLCArlington$289/hr, $6,128⁠-⁠$10,128
• Astra Investment AdvisersArlington$100/hr
• Braswell Capital, LLCArlington$30⁠-⁠$50/hr
• Clarity Financial PlanningArlington$500, $4,000⁠-⁠$20,000/yr
• Cope ConnellyArlington$99⁠-⁠$25,000
• Coretegic Capital, LLCArlington$400/hr, $500

Compare all 26 planners in Arlington