Omni Investment Solutions LLC fees and pricing

Financial planner in Mesa, Arizona. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated April 24, 2026, Omni Investment Solutions LLC charges $150 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $150/hr; “Services are offered based on an hourly fee of $150 per hour.”

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

“The fee will be disclosed to the Client in the Investment Advisory Agreement and are negotiable.”
“Fees are assessed quarterly in arrears based on the amount of the assets managed as of the end of the previous quarter and will take into account additions and withdrawals in the time period.”
“For terminations after the initial five business days, GI will be entitled to a pro-rata fee for - 3- the days service was provided in the final quarter.”

Its hourly rate of $150 is below the Arizona median of $275. 4% of the 195 other Arizona planners that publish an hourly rate charge less.
1 of the 10 other planners in Mesa that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 3% a year
Clients: 13
Employees: 3
Works with: Individuals and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed: $2,519,022
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 329893
Phone: (480) 284-6393

Is something on this page wrong or out of date?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.