Khalil Williams
Khalil Williams is a registered investment advisor at Omni Wealth Planning, LLC, based in West Lafayette, IN, with 4 years of industry experience. Khalil 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 3 more.
Compensation
Firm Size
IM Fee
Fee Structure
OWP offers ongoing financial planning for a monthly fee, ranging from $125 to $500, paid in advance. There is also an initial fee ranging from $750 to $2,000 to construct the financial plan. The fee depends on the client's needs, complexity, time, research, and resources required. Fees are negotiable.
OWP offers project-based financial planning for a fixed fee between $1,200 and $8,000, or an hourly fee between $100 and $175. The fee is based on the complexity and scope of the project and is negotiable. Half of the fee is due at the beginning, and the remainder is due upon completion.
Location
West Lafayette, IN
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Regulatory History (1)
Financial
July 2023Other Business Activities
Khalil is a board member and finance/investment committee member for Lafayette Transitional Housing Center, spending minimal time on internal financial review, strategic planning, and volunteer services. He also owns Omni Growth Systems, where he develops and delivers workshops and speeches on social sciences and personal development, dedicating about 10-20% of his time.
Employment History
Current Registrations
Omni Wealth Planning, LLC
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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.