Alpha & Omega logo

Alpha & Omega

Updated today

Client assets under management

$40,268,252

Clients

137

2% high-net worth

Advisors

3

of 11 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

46

Typical

Average account size

$293,929

About

Alpha & Omega Financial Management Consultants serves individual clients — including high‑net‑worth households — and sponsors of pension and profit‑sharing plans. The firm offers ongoing portfolio management delivered largely through model portfolios and referrals to third‑party managers, along with pension consulting, third‑party administration for ERISA plans, and standalone financial planning.

A&O creates an Investment Policy Statement for each client and implements strategies using long‑term trading informed by cyclical, fundamental, modern portfolio theory, and quantitative analysis. The firm typically operates on a non‑discretionary basis and reports $0 in discretionary assets and $40,268,252 in non‑discretionary assets (October 2025), implementing client decisions through recommended TAMPs and external managers such as SEI, AssetMark, and Altruist.

The firm is distinctive among peers for its affiliations with a trust company and for having attorneys among its principals, which extend its service capabilities but also introduce potential conflicts when clients are referred to affiliated trust or legal services. Alpha & Omega also discloses fee‑sharing and receipt of platform benefits from third‑party managers and requires clients to use specified custodians, arrangements the brochure identifies as sources of potential conflicts that the firm says it manages.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Third party administrator services

Expertise

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k)

Fee options

Percentage

$0 - $999,999: A&O Fee: 1.00% to 0.25% depending on platform; Third Party Fee varies $1,000,000 - $2,999,999: A&O Fee: 0.90% to 0.25% depending on platform; Third Party Fee varies $3,000,000+: A&O Fee: 0.75% to 0.25% depending on platform; Third Party Fee varies $10,000 - $500,000: Pension Consulting Bundled Fee: 0.75% total combined $500,000 - $750,000: Pension Consulting Bundled Fee: 0.70% total combined $750,000 - $1,000,000: Pension Consulting Bundled Fee: 0.65% total combined $1,000,000 - $2,000,000: Pension Consulting Bundled Fee: 0.62% total combined $2,000,000 - $4,000,000: Pension Consulting Bundled Fee: 0.59% total combined $4,000,000 - $5,000,000: Pension Consulting Bundled Fee: 0.56% total combined $5,000,000 - $10,000,000: Pension Consulting Bundled Fee: 0.46% total combined $10,000,000+: Pension Consulting Bundled Fee: 0.41% total combined

Project-based

Financial planning and pension consulting hourly fees between $200 and $550

Other

Account minimum: $10,000 Minimum fee: SEI Wealth Platform small accounts fee: $60 annually for accounts under $50,000; Third Party Administrator Service fees as low as $10 per participant or $15 per booklet Fee-only: Financial planning fixed fees between $100 and $100,000; pension consulting fixed fees between $1,800 and $100,000

Main office location

Alpha & Omega

8580 La Mesa Blvd Ste 100

La Mesa CA 91942, United States

Number of offices

1

Most active in

California · Colorado · Louisiana · New York · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Wesley S

Series 65

La Mesa, CA

Alpha & Omega

Wesley Schevers is a financial advisor at Alpha & Omega with a Series 65 credential and four years of industry experience. He previously worked at Leafhouse Financial Advisors and PenChecks Trust. Outside of finance, he is involved in the flooring and construction business through ownership and management roles in two related companies. Alpha & Omega Financial Management Consultants serves individual clients, including high-net-worth households, and sponsors of pension and profit-sharing plans. The firm provides portfolio management primarily through model portfolios and third-party managers, pension consulting, and financial planning, employing long-term trading strategies based on cyclical, fundamental, and quantitative analysis.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k)
user avatar

Athanasios P

Series 65

La Mesa, CA

Alpha & Omega

Athanasios Preovolos is a financial advisor at Alpha & Omega with three years of industry experience. He holds a Series 65 credential and has been an attorney with Preovolos Lewin, ALC since 1993. His combined legal and financial background spans over three decades. Alpha & Omega Financial Management Consultants serves individual clients, including high-net-worth households, and sponsors of pension and profit-sharing plans. The firm provides portfolio management primarily through model portfolios and third-party managers, along with pension consulting and standalone financial planning.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k)
user avatar

Fiel B

Series 65

La Mesa, CA

Alpha & Omega

Fiel Barrow is a Series 65-licensed financial advisor at Alpha & Omega Financial Management Consultants with 10 years of industry experience. He has worked at Alpha & Omega since 2017 and previously at RJ Patterson Capital Investment Group. Alpha & Omega serves individual clients, including high-net-worth households, and pension plan sponsors, providing ongoing portfolio management primarily through model portfolios and third-party manager referrals. The firm uses long-term trading strategies informed by various analytical approaches and typically operates on a non-discretionary basis.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k)
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