Omnidivitia Wealth Management, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 7, 2026. Fees can change, so confirm with the firm before you hire them.

Monthly fee

$100/mo

“FINANCIAL ADVICE SUBSCRIPTION SERVICE ODWM charges a fixed fee for our Financial Advice Subscription Service of $100 per month.”

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

How Omnidivitia Wealth Management, Inc. bills

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

• “Fees are billed quarterly in advance based on the amount of assets managed as of the close of business on the last business day of each quarter.”
• “Clients may terminate their account within five (5) business days of signing the Investment Advisory Agreement for a full refund.”
• “The client will be entitled to a pro rata refund for the days service was not provided in the final quarter.”

About Omnidivitia Wealth Management, Inc.

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Founded: 2009 (17 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• College planning
• Business owners
• Insurance analysis
• Cash flow and budgeting

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

2% a year

Minimum

No minimum stated in brochure

Clients

51

Employees

1

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$14,594,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

172108

Website

lockerwealth.com/home.html (opens in new tab)

Phone

(708) 960-0520

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