O
Omnikey Investment Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
1
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
1
Very LowAverage account size
$0
About
Omnikey Investment Advisors is a fee-only financial planning firm that works with individuals, high‑net‑worth clients, and businesses through project‑based and ongoing engagements. Services described in the brochure include comprehensive financial planning topics (cash flow, retirement, estate, tax and real estate planning), referrals to third‑party professionals, and educational offerings such as seminars and a Real Estate Investing Club.
The firm’s planning process emphasizes a holistic evaluation of a client’s financial picture and may include investment recommendations informed by fundamental, technical, cyclical analysis and Modern Portfolio Theory, but Omnikey does not manage client assets or execute trades on clients’ behalf. Clients are expected to implement recommendations with their chosen custodians; the firm provides monitoring and periodic reviews for ongoing planning engagements and accommodates client‑imposed restrictions where feasible.
What is distinctive about Omnikey relative to many independent peers is its emphasis on investor education and real‑estate‑focused programming—offering seminars and a subscription-style Real Estate Investing Club—and the principal’s dual role as a community college professor and rental property owner, which the brochure notes as an outside business activity. The firm also differs from most independents in that it does not provide portfolio management for individuals, does not accept percentage‑of‑AUM fees, and does not take custody of client funds.
Client services
Financial planning
Educational seminars or workshops
Expertise
Business ownership considerations
Business exit / sale strategy
Real estate investing
Cash flow / budgeting
Occupation focus
Founder/Business Owner
Educators, Teachers, and Academics
Demographic focus
Mid-Career Professionals
Fee options
Project-based financial planning fees range from $200 to $10,000; Real Estate Investing Club $29/month; Educational seminars $0 to $300 per participant
$200 per hour (negotiable)
Real Estate Investing Club membership fee: $29 per month
Minimum fee: Initial fee up to $5,000 for comprehensive financial plan Fee-only: Firm is fee-only, compensated solely by clients for advisory services
Main office location
Omnikey Investment Advisors
Fontana CA, United States
Number of offices
1
Most active in
Omnikey Investment Advisors has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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.
-
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.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
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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