Advisor at Formynder Wealth Management, 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
Formynder Wealth Management, LLC
Location
Fredericksburg, VA
Credentials
CFP®, Series 65
Industry experience
2 years
Omen Quelvog is a CFP® and Series 65-registered financial advisor with two years of industry experience. He is the sole advisor at Formynder Wealth Management, LLC and previously served 25 years in the United States Marine Corps. Formynder Wealth Management provides financial planning and discretionary investment management to individuals, including high-net-worth clients. The firm’s investment approach emphasizes asset allocation and Modern Portfolio Theory, primarily using passive vehicles, and offers tailored portfolios including socially responsible investing options.
Based on Formynder Wealth Management, LLC
Ongoing Wealth Management and Comprehensive Financial Planning fees are flat annual fees ranging from $2,400 to $10,000; Project-Based Financial Planning fees charged hourly ($200-$500/hr) but billed as fixed project fees based on hours
Project-based financial planning fees ranging from $200 to $500 per hour
Minimum fee: Annual flat fees ranging from $2,400 to $10,000 depending on client complexity Fee-only: Flat fee advisory services; no commissions or sales-related compensation
Fredericksburg, VA
Virginia
Apforia
2024 - Present (2 years)
Retired
2023 - 2023 (1 year)
United States Marine Corps
1998 - 2023 (25 years)
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