Advisor at Omni Wealth Planning, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Omni Wealth Planning, LLC
Location
West Lafayette, IN
Credentials
Series 63, Series 66
Industry experience
4 years
Khalil Williams is a financial advisor at Omni Wealth Planning, LLC with four years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Raymond James & Associates Inc. and Northwestern Mutual in various capacities. Williams serves on the board and finance committee of Lafayette Transitional Housing Center and owns Omni Growth Systems, where he develops and delivers workshops on personal development. Omni Wealth Planning LLC is a fee-only advisory providing comprehensive financial planning and educational seminars to individuals, high-net-worth clients, business owners, and corporations. The firm emphasizes written financial plans and project-based engagements, using a primarily passive investment approach without custody of client assets.
Based on Omni Wealth Planning, LLC
Based on Omni Wealth Planning, LLC
Fixed fees for Project-Based Financial Planning ranging from $1,200 to $8,000; Initial fee for Ongoing Financial Planning ranges from $750 to $2,000; Monthly recurring fees for Ongoing Financial Planning range from $125 to $500; Educational Seminars fees range from $500 to $7,500 per seminar
Hourly fees for Project-Based Financial Planning ranging from $100 to $175 per hour
Account minimum: $1,200 minimum annual fee for Planning Services Minimum fee: Minimum annual fee of $1,200 for Planning Services Fee-only: Fee-only firm; compensation only from clients for services
West Lafayette, IN
Indiana
Omni Wealth Planning, LLC
2025 - Present (1 year)
Raymond James & Associates Inc.
2024 - 2025 (1 year)
Northwestern Mutual Wealth Management Company
2022 - 2024 (2 years)
Northwestern Mutual Investment Services LLC
2020 - 2024 (4 years)
Northwestern Mutual Life Insurance Company
2020 - 2024 (4 years)
Valley Oaks Health
2019 - 2020 (1 year)
Student
2019 - 2019 (1 year)
Purdue Science Express
2016 - 2019 (3 years)
Purdue University Residences
2015 - 2016 (1 year)
Purdue University
2015 - 2019 (4 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Lafayette, IN
Lifelong Investsments
Series 63, Series 65
Lafayette, IN
Integrated Capital Management Company, Inc.
Series 65
West Lafayette, IN
Lorenz Financial
Series 65, Series 66
West Lafayette, IN
Oxford Capital
Series 63, Series 65
West Lafayette, IN
Banker Investment Group
CFP®, Series 63, Series 65
Lafayette, IN
The Schamber Group, Inc.
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