Advisor at Omicron Advisors, LLC
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Firm
Omicron Advisors, LLC
Location
Lancaster, PA 17601
Credentials
CFP®, Series 66
Industry experience
19 years
Ross Burnam is a CFP® and Series 66-licensed financial advisor with 19 years of industry experience. He has been with Omicron Advisors, LLC since 2012 and also operates a CPA firm, Ross W. Burnam, CPA, PA, where he works as a staff accountant. Omicron Advisors, LLC provides investment supervisory services, financial planning, and pension consulting to individuals, partnerships, trusts, and non-profit plans. The firm manages discretionary portfolios using a research-based, passive investment approach grounded in Modern Portfolio Theory and the Efficient Market Hypothesis.
Based on Omicron Advisors, LLC
Financial planning fixed fees generally range from $2,500 to $10,000 annually, not exceeding $30,000; pension consulting fixed fees negotiable, up to 2% of assets
$0 - $500,000: 1.30% $500,001 - $750,000: 1.20% $750,001 - $1,000,000: 1.10% $1,000,001 - $2 million: 1.00% $2,000,001 - $4 million: 0.90% $4,000,001 - $6 million: 0.75% $6,000,001 - $10 million: 0.60% $10,000,001+: 0.40%
Up to $350 per hour for financial planning services
Fee-only: Financial planning fixed fees range from $2,500 to $10,000 annually, generally not exceeding $30,000; hourly fees up to $350/hour; pension consulting fees negotiable, up to 2% of assets or a negotiated fixed fee not exceeding 2% of assets
300 Granite Run Drive, Suite 120
Lancaster, PA 17601
Delaware · Maryland · Pennsylvania
Omicron Advisors, LLC
2012 - Present (14 years)
Ross W. Burnam, CPA, PA
2006 - Present (20 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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.
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.
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Hi, I’m Ryan Kelly, founder & CEO of Aries Financial Navigators. I am a fee-only financial planner, investment manager, & tax professional based in Lititz, PA. After earning a Bachelor of Science degree in Economics from the Pennsylvania State University, I went on to become a CERTIFIED FINANCIAL PLANNER™ professional, the received the Chartered Retirement Planning Counselor™ designation from the College for Financial Planning, & the Accredited Investment Fiduciary® mark from the Center for Fiduciary Studies. I began my career in financial services in 2007, becoming a Registered Representative before transitioning to an independent multi-family office RIA in the Philadelphia area, where I focused on portfolio management & comprehensive financial planning for high-net-worth individuals & families. After specializing in planning areas including Social Security, Medicare, & in-depth tax planning & preparation, I moved back to my hometown of Lititz, PA to work with a local fee-only RIA focusing on retirees. In 2019, I started Aries Financial Navigators to bring my vision of the ideal client experience and service model to life. Serving as a consultant to my former colleagues, I am part of a collaborative team with decades of experience while maintaining flexibility & independence. Our mission is to partner with clients & deliver incredible value by providing the highest quality services & meaningful results.
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