Omni Wealth Planning (OWP) provides financial planning services, including project-based planning for specific issues and ongoing financial planning. OWP also offers educational seminars on personal finance topics. OWP does not offer investment management services. They may recommend third-party professionals, but are not affiliated with them.
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.