Omni Wealth Planning, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 15, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$125⁠-⁠$250/hr

“Hourly fee rates range between $125-$250.”

Flat or project fee

$1,200⁠-⁠$8,000

“OWP charges either fixed or hourly fees for Project-Based Financial Planning. 7 Fixed-fee rates range between $1,200 and $8,000.”

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

How Omni Wealth Planning, LLC bills

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

• “Fees are based on complexity and scope of the project and may be negotiable.”
• “Half of the fee is due at the beginning of the process and the remainder is due upon completion of the work.”
• “Hourly fees are quoted based on an initial assessment and will not be billed in excess of the quoted hours without prior Client approval.”

How Omni Wealth Planning, LLC’s fees compare

• Its hourly rate of $125-$250 is below the Indiana median of $250. 20% of the 119 other Indiana planners that publish an hourly rate charge less.
• Its flat or project fee of $1,200-$8,000 spans the Indiana median of $5,000. 48% of the 84 other Indiana planners that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Omni Wealth Planning, LLC

• Principal: Khalil Williams
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2025.

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Employees

1

Services reported to regulators

Financial planning and educational seminars and workshops

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

334906

Website

omniwealthplanning.com (opens in new tab)

Phone

(765) 621-1175

Other planners in Indiana that publish fees

• Abound Wealth StrategiesIndianapolis$720⁠-⁠$25,000
• Above & Beyond Investments, LLCBloomington$250/hr, $250⁠-⁠$2,500
• Afp Group, LLCPlainfield$150/hr, $2,000
• Allstreet WealthWestfield$750/hr
• An Exceptional Life Financial, LLCIndianapolis$300/hr, $1,500⁠-⁠$6,000
• Apple Tree Asset Management, LLCFort Wayne$250/hr, $1,000⁠-⁠$5,000

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