Advisor at Omni Investment Solutions LLC
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Firm
Omni Investment Solutions LLC
Location
Mesa, AZ 85206
Credentials
Series 65
Industry experience
2 years
William Paskel is a financial advisor at Omni Investment Solutions LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Wells Fargo Bank for 24 years. Outside of advising, he is the president and founder of IT Solutions International, a technology support services company. Omni Investment Solutions is a small advisory firm that provides portfolio management and hourly financial planning primarily through co-advisor relationships with third-party money managers. The firm focuses on third-party model portfolios and serves individual clients with quarterly account reviews and flexible financial plan updates.
Based on Omni Investment Solutions LLC
$0+: 1.00% annually (Omni Investment Solutions portion) for all portfolios $0+: 1.00% to 2.00% annually total combined fee including Gradient Investments (GI) portion, varies by portfolio type as follows: - Strategic Portfolios: 2.00% total (1.00% GI + 1.00% Omni) - Tactical Portfolios: 1.80% total (0.80% GI + 1.00% Omni) - Allocation & Defined Outcome Portfolios: 1.70% total (0.70% GI + 1.00% Omni) - Preservation Portfolios: 1.00% total (0.40% GI + 0.60% Omni)
Investment Advisor Representatives receive external compensation from sales of investment related products such as insurance (licensed insurance agents).
$150 per hour for financial planning services
Fee-only: Hourly financial planning fee of $150 per hour
4140 E Baseline Rd, Suite 101
Mesa, AZ 85206
Arizona
Guaranty Retirement Solutions LLC
2024 - Present (2 years)
Omni Investment Solutions LLC
2024 - Present (2 years)
Omni Investment Solutions LLC
2023 - Present (3 years)
Allstate Insurance
2019 - Present (7 years)
IT Solutions International dba CMIT Solutions of Biltmore
2019 - Present (7 years)
Wells Fargo Bank
1995 - 2019 (24 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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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.
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.
CFP®, Series 63, Series 65, Series 66
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