Lisa Kirchenbauer is a CFP-designated registered investment advisor at Omega Wealth Management LLC, based in Arlington, VA, with 24 years of industry experience. Lisa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 7 more. Their firm serves 152 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.35% |
The standard investment management fee is 0.35% annually, but is negotiable between 0.05% and 1.00% depending on the client's investable net worth and financial complexity. Investment management requires a simultaneous ongoing life and wealth planning engagement.
Fee Estimator
Contact
Lisa Kirchenbauer
Location
4501 N Fairfax Dr, Suite 602, Arlington, VA, 22203
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Lisa is the president of Omega Wealth Consulting, LLC, a business and life planning consulting firm, since 2009. She dedicates minimal time to this activity, offering training, coaching, and consulting services.
Employment History
Current Registrations
Omega Wealth Management LLC
Previous Registrations
Ameritas Investment CORP
The Advisors Group, INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
I am a Registered Life Planner through the Kinder INstitute of Life Planning as well as trainer and mentor for other financial advisors looking to incorporate life planning into their financial planning practices.
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