Omniwealth Investments LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,000⁠-⁠$10,000

“The fixed fee can range between $1,000 and $10,000, depending on complexity and scope of the project.”

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

How Omniwealth Investments LLC bills

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

• “The Investment Management fee is directly debited from the Clients accounts, in advance, based on the last business day of the quarterly billing cycle.”
• “The annual Investment Management fees may be negotiable at the discretion of OWI.”
• “The initial fee is prorated based on the number of days in the current billing period the account was under the OWI’s 8 management.”

How Omniwealth Investments LLC’s fees compare

• Its flat or project fee of $1,000-$10,000 spans the Pennsylvania median of $3,650. 69% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
• 1 of the 2 other planners in Lewisburg that publish a flat or project fee charge less.

About Omniwealth Investments LLC

• Firm size: 4 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2019 (7 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

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.17% a year

Minimum

$500,000 in assets (stated in brochure)

Clients

167

Employees

4

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$45,038,142

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

305142

Website

omniwealthgroup.com (opens in new tab)

Phone

(570) 939-1965

Other planners in Lewisburg that publish fees

• Granite Financial Advisors, Inc.Lewisburg$300
• Vision Wealth Advisors, LLCLewisburg$350/hr, $10,000
• 100 Plus PlanningCenter Valley$1,000⁠-⁠$6,000
• 10TH Street CapitalPhiladelphia$300/hr, $3,000⁠-⁠$20,000
• 2ND Story Wealth PlannersPlymouth Meeting$400/hr, $3,000⁠-⁠$6,000
• 80 West Asset Management, LLCPittsburgh$250/hr, $2,000/yr

Compare all 5 planners in Lewisburg