Linda Farinola is a CFA, CFP-designated registered investment advisor at Omni 360 Wealth, INC., based in PLAINSBORo, NJ, with 21 years of industry experience. Linda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 375 clients with $320M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable depending on the scope, complexity, and frequency of client needs.
Fee Estimator
Location
777 Scudders Mill Rd Bldg, Suite 101, PLAINSBORo, NJ, 08536
Get directionsHistory
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
Linda offers accounting, tax preparation, and business consulting services as an employee of Princeton Financial Group, LLC. This activity takes a few hours per week, mostly during the trading day.
Employment History
Current Registrations
Omni 360 Wealth, INC.
Previous Registrations
Sound Financial Solutions, INC.
State Registrations1 state
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