Omnia Family Wealth, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 23, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$10,000⁠-⁠$100,000

“Stand-alone financial planning services are offered for a fixed fee ranging from $10,000 to $100,000.”

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

How Omnia Family Wealth, LLC bills

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

• “Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”
• “Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”
• “The annual fee is charged monthly, in arrears, based upon the average daily market value of assets under management.”

How Omnia Family Wealth, LLC’s fees compare

• Its flat or project fee of $10,000-$100,000 is above the Florida median of $4,900. 99% of the 320 other Florida planners that publish a flat or project fee charge less.
• 4 of the 4 other planners in Aventura that publish a flat or project fee charge less.

About Omnia Family Wealth, LLC

• Firm size: 10 employees.
• Registered as an adviser: 2014 (12 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

162

Employees

10

Works with

Individuals, high net worth individuals, and pooled investment vehicles

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutions, and selecting other advisers

Assets managed

$994,578,445

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

170909

Website

linkedin.com/company/omnia-family-wealth (opens in new tab)

Phone

(305) 602-9080

Can advise clients in 7 states: Florida, Louisiana, North Carolina, New Jersey, New York, Pennsylvania, Texas

Other planners in Aventura that publish fees

• B1 FinancialAventura$395/hr
• Build Financial Advisors, LLCAventura$185⁠-⁠$300/hr, $300⁠-⁠$5,000
• Cardone Wealth AdvisorsAventura$500/hr, $4,800
• Goalfocus Financial, LLCAventura$100⁠-⁠$300/hr, $600⁠-⁠$25,000
• The Financial Pharmacist, Inc.Aventura$100/hr, $750

Compare all 10 planners in Aventura