Omni 360 Wealth, Inc. fees and pricing
Financial planner in Plainsboro, New Jersey. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 10, 2026, Omni 360 Wealth, Inc. charges $320 an hour, a flat or project fee of $1,500-$18,000, and an annual fee of $1,000-$12,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 10, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $320/hr
“The standard hourly rate for financial planning services is $320 for partners, $280 for senior advisors, $180 for junior advisors and $90 for administrative staff.”
- Flat or project fee
- $1,500-$18,000
“The fixed fee for an initial plan with one year of follow-up can range from $1,500 - $18,000.”
- Annual fee
- $1,000-$12,000/yr
“Annual Updates of a financial plan range from $1,000 - $12,000 per year.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Omni 360 Wealth, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable depending on the scope, complexity and frequency of client needs.”
- “Currently, some accounts are being charged in arrears, while legacy accounts managed with Focus Partners are being charged in advance.”
- “By Q3 2026 all accounts will be charged in arrears.”
How Omni 360 Wealth, Inc.’s fees compare
- Its hourly rate of $320 is above the New Jersey median of $300. 59% of the 174 other New Jersey planners that publish an hourly rate charge less.
- Its flat or project fee of $1,500-$18,000 spans the New Jersey median of $5,000. 76% of the 168 other New Jersey planners that publish a flat or project fee charge less.
- Its annual fee of $1,000-$12,000 spans the New Jersey median of $6,318. 53% of the 47 other New Jersey planners that publish an annual fee charge less.
About Omni 360 Wealth, Inc.
“The areas of focus include identification and prioritization of financial goals and potential problems, cash flow management and budgeting, education funding plans, retirement planning, estate planning, charitable goals, employee benefits, insurance needs, tax planning, investment and portfolio analysis and other…”
- Firm size: 8 employees.
- Credentials named in the brochure: CFP®, CPA, EA, and CFA.
- Founded: 1996 (30 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- Insurance analysis
- 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
- Minimum
- $1,000 minimum fee (stated in brochure)
- Clients
- 370
- Employees
- 8
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, businesses, and other
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, and educational seminars and workshops
- Assets managed
- $425,706,926
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 124878
- Phone
- (609) 452-0889
Can advise clients in 9 states: Delaware, Florida, Georgia, Minnesota, New Jersey, New York, Pennsylvania, South Carolina, Virginia
Other planners in Plainsboro that publish fees
- Nextgen Wealth Counselors Limited Liability CompanyPlainsboro$1,000
- 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
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.