Omicron Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$151,150,448
Total clients
74
39% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
37
Average account size
$2,042,574
About
Omicron Advisors provides investment supervisory services, financial planning, and pension consulting to individuals (including high-net-worth clients), pension and profit-sharing plans, and nonprofit accounts. The small advisory team manages roughly $151 million across about 74 client relationships and does not impose account minimums for clients.
The firm follows an academic-driven investment approach that emphasizes diversification, passive strategies, and the use of mutual funds and ETFs to implement individualized Investment Policy Statements. Omicron typically manages accounts on a discretionary basis, conducts quarterly portfolio reviews, and requires Charles Schwab as the custodian for managed accounts.
A distinctive feature is the firm’s affiliation with an accounting practice: one principal owns the accounting firm and another provides accounting support, and the brochure states the affiliation is used to bring tax and accounting insight into investment and planning work. The firm discloses that clients are not required to use the accounting firm and that principals split time between roles, a staffing arrangement the firm notes may require delegation when time conflicts arise.
Client services
Expertise
Occupation focus
Fee options
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
Main office location
Omicron Advisors, LLC
300 Granite Run Drive, Suite 120
Lancaster PA 17601, United States
Number of offices
1
Most active in
Delaware · Maryland · Pennsylvania
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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