Omaris Financial is a registered investment advisor founded in 2021 and located in Abington, Pennsylvania. Led by Certified Financial Planner Ronald Saul, the firm offers both ongoing investment management and financial planning services. Omaris Financial focuses on creating tailored financial plans that cover retirement planning, tax strategies, cash flow and debt management, estate planning, insurance analysis, college savings, and business consulting. For investment management, Omaris Financial builds portfolios using stocks, bonds, mutual funds, exchange-traded funds, and cash, and may also utilize third-party money managers like XY Investment Solutions to manage portions of client portfolios. The firm operates as a fee-only advisor, meaning compensation comes solely from client fees rather than commissions from selling financial products.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.60% |
| $5M+ | 0.60% |
Clients pay the greater of a fixed fee ($6,500 for individuals, $8,500 for households) or the assets-under-management percentage schedule. Fees for assets over $5M are negotiable.