Omnikey Investment Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 4, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“All existing ongoing financial planning clients of OIA will receive access to the Real Estate investing club at no additional charge, however, no clients are required to participate in the Real Estate Investing Club. 8 Hourly Consultations Our hourly rate is $200.”

Flat or project fee

$200⁠-⁠$10,000

“Fixed fee rates range between $200 and $10,000.”

Monthly fee

$29/mo

“Fees are paid monthly in advance at the rate of $29 per month.”

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

How Omnikey Investment Advisors bills

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

• “Fees are paid monthly in advance, ranging from $50 to $200.”
• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”

How Omnikey Investment Advisors’ fees compare

• Its hourly rate of $200 is below the California median of $300. 9% of the 932 other California planners that publish an hourly rate charge less.
• Its flat or project fee of $200-$10,000 spans the California median of $5,000. 52% of the 796 other California 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 Omnikey Investment Advisors

• Principal: Michael Carizzi
• Solo practice: one person runs the firm, so you work directly with the planner.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2023 (3 years).

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

327041

Phone

(909) 734-1465

Other planners in Fontana that publish fees

• Duvall Wealth Management LLCFontana$75⁠-⁠$300/hr, $500⁠-⁠$3,000
• 10/28 Wealth Management LLCOceanside$300/hr, $500⁠-⁠$10,000
• 360DividendsGranite Bay$300/hr, $2,500⁠-⁠$10,000
• 3D Holistic WealthIrvine$300/hr, $1,500⁠-⁠$10,000
• 401 FinancialSan Diego$250/hr, $500
• 5T Wealth, LLCNapa$200⁠-⁠$450/hr

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