Omnivest fees and pricing

Financial planner in Casper, Wyoming. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated August 26, 2026, Omnivest charges a flat or project fee of $7,500⁠-⁠$15,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 26, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee: $7,500⁠-⁠$15,000; “Services are offered based on a flat fee between $7,500 and $15,000.”

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 the previous quarter.”
“For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
“The Client must consent in advance to direct debiting of their investment account.”

Its flat or project fee of $7,500-$15,000 is above the Wyoming median of $7,125. 80% of the 5 other Wyoming planners that publish a flat or project fee charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2026.

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: 2.35% a year
Employees: 1
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 342139
Website: OmnivestFinancial.com (opens in new tab)
Phone: (307) 337-1223

Can advise clients in 3 states: Nevada, New York, Wyoming

Is something on this page wrong or out of date?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