Omni Wealth Planning, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
0
Total advisors
1
of 1 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
Omni Wealth Planning LLC is a state-registered, fee-only advisory that provides comprehensive financial planning, project-based planning, and educational seminars to individuals, high-net-worth clients, business owners, and corporations. The firm delivers written or electronic financial plans and may work with outside professionals (attorneys, accountants, insurance agents) to assist clients with implementation when needed.
Omni does not provide investment management or custody of client assets; when it offers investment analysis as part of planning, the firm draws on modern portfolio theory and primarily passive strategies while also using fundamental, technical, cyclical, and charting analysis to inform recommendations. Clients may engage on ongoing or limited-scope (project) arrangements, with project and hourly engagement options available alongside recurring planning relationships.
What is distinctive about the firm is its emphasis on educational seminars and fixed- or hourly-based planning fees rather than percentage-of-assets-under-management, and its explicit policy of receiving compensation only directly from clients (no third‑party payments). The firm also discloses no custody of client funds, does not participate in wrap or performance-based fee programs, and positions written financial plans and seminar work as primary deliverables.
Client services
Expertise
Occupation focus
Fee options
Fixed fees for Project-Based Financial Planning ranging from $1,200 to $8,000; Initial fee for Ongoing Financial Planning ranges from $750 to $2,000; Monthly recurring fees for Ongoing Financial Planning range from $125 to $500; Educational Seminars fees range from $500 to $7,500 per seminar
Hourly fees for Project-Based Financial Planning ranging from $100 to $175 per hour
Account minimum: $1,200 minimum annual fee for Planning Services Minimum fee: Minimum annual fee of $1,200 for Planning Services Fee-only: Fee-only firm; compensation only from clients for services
Main office location
Omni Wealth Planning, LLC
West Lafayette IN, United States
Number of offices
1
Most active in
Indiana
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
Forms ADV
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