Omicron Advisors, LLC fees and pricing
Financial planner in Lancaster, Pennsylvania. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 25, 2026, Omicron Advisors, LLC charges $350 an hour and an annual fee of $2,500-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350/hr
“Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services will not exceed $350.”
- Annual fee
- $2,500-$10,000/yr
“These fees on average range from $2,500-$10,000 annually, depending on the complexity of the situation and the needs of the client.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Omicron Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “These fees are negotiable depending upon the needs of the client and complexity of the situation.”
- “These costs will be agreed to in advance but will generally not exceed $30,000.”
- “Form ADV 2A Version: 03/25/2026 5 PENSION CONSULTING FEES These fees are negotiable depending upon the needs of the client and complexity of the situation.”
How Omicron Advisors, LLC’s fees compare
- Its hourly rate of $350 is above the Pennsylvania median of $250. 74% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
- 10 of the 12 other planners in Lancaster that publish an hourly rate charge less.
- Its annual fee of $2,500-$10,000 spans the Pennsylvania median of $6,000. 51% of the 74 other Pennsylvania planners that publish an annual fee charge less.
- 1 of the 3 other planners in Lancaster that publish an annual fee charge less.
About Omicron Advisors, LLC
“Omicron offers Investment Supervisory, Financial Planning, and Pension Consulting services.”
- Firm size: 2 employees.
- Registered as an adviser: 2022 (4 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Business owners
- 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
- Highest asset based fee in brochure
- 2% a year
- Clients
- 74
- Employees
- 2
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $151,150,448
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 165250
- Phone
- (302) 453-9662
Can advise clients in 3 states: Delaware, Maryland, Pennsylvania
Other planners in Lancaster that publish fees
- Atwater MalickLancaster$500
- Carriage Hill Investment Associates LLCLancaster$250/hr
- Chestnut Street Investment Counsel, LLCLancaster$250-$350/hr, $500-$5,000
- Cool Creek FinancialLancaster$200/hr, $1,000-$2,000
- Evenkiehl, LLCLancaster$500-$1,000, $208-$375/mo
- Fident Financial, LLCLancaster$3,000-$6,500, $500/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.