Omnistar Financial Group, Inc. logo

Omnistar Financial Group, Inc.

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Client assets under management

$222,132,192

Clients

236

33% high-net worth

Advisors

5

of 7 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

47

Low

Average account size

$941,238

About

OmniStar Financial Group provides wealth management, financial planning, and pension consulting to individuals (including high‑net‑worth clients), retirement plans, trusts, estates and business entities. The firm offers discretionary portfolio management, tailored financial plans, and consulting services, and generally requires a $250,000 minimum for wealth management clients.

The firm combines fundamental and technical analysis and implements several named tactical equity strategies — including Momentum (up to 30 stocks with market cap and beta constraints), Equity Income, Growth & Income, an Institutional strategy, and ETF-based allocations. OmniStar’s brochure also discloses use of options and other derivatives as investment instruments and discusses the attendant risks, and its managed-account programs may incorporate these instruments as part of their strategies.

OmniStar is also licensed as an insurance agency and discloses that associated persons earn commission‑based compensation for selling insurance products, a practice the ADV identifies as a potential conflict of interest. The brochure further describes an affiliated charitable foundation that clients may be asked to support and enhanced service bundles for larger accounts (LifeLock subscription, OmniCap planning tools and limited estate/CPA fee reimbursements), features that set it apart from many peers.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Wealth management Retirement income strategy

Occupation focus

Founder/Business Owner Executive

Demographic focus

Values-based investing Religious/faith focused

Fee options

Fixed

Financial planning fees: Comprehensive plan $4,000; various specific plans $500 each.

Percentage

$15,000 - $299,999: 2.00% $300,000 - $499,999: 1.75% $500,000 - $999,999: 1.25% $1,000,000 - $2,999,999: 1.00% $3,000,000+: 0.85%

Commissions

Insurance commissions earned by affiliated insurance agents are separate from advisory fees and vary by product.

Project-based

Pension consulting services charged at $250 per hour; additional services may be charged at current hourly rate.

Subscriptions

For clients with accounts over $2,000,000, includes subscription to LifeLock and estate/CPA service reimbursements.

Other

Account minimum: $250,000

Main office location

Omnistar Financial Group, Inc.

1712 Eastwood Road, Suite 212

Wilmington NC 28403, United States

Number of offices

1

Most active in

North Carolina · South Carolina · 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

Roger F

CFP®, Series 63, Series 65

Wilmington, NC

Omnistar Financial Group, Inc.

Roger Fuller is a CFP® professional with 17 years of industry experience, currently serving as an advisor at OmniStar Financial Group, Inc. in Wilmington, NC. He has been with OmniStar Financial Group for a total of 10 years, with a brief tenure at Family First Life. OmniStar Financial Group is a five-advisor team managing approximately $229 million across about 280 client accounts, providing wealth management, financial planning, and pension consulting services. The firm offers personalized, discretionary portfolio management with a variety of investment strategies, including the use of options and derivatives, alongside written financial plans and specialized planning packages.

Wealth management Retirement income strategy Founder/Business Owner Executive Values-based investing Religious/faith focused
user avatar

Christopher S

CFA®

Wilmington, NC

Omnistar Financial Group, Inc.

Christopher Smith is a CFA® charterholder with over two decades of experience in investment management. He was previously an owner and director of Gryphon Investment Counsel Inc. from 1998 until the firm was wound down in 2022. He has been with OmniStar Financial Group, Inc. since 2025 as part of a five-advisor team. OmniStar Financial Group serves individual and high-net-worth clients, as well as pension and profit-sharing plans, providing discretionary portfolio management and financial planning. The firm employs a variety of investment strategies, including Momentum, Equity Income, and Growth & Income, and combines its management services with written financial plans and specialized planning packages.

Wealth management Retirement income strategy Founder/Business Owner Executive Values-based investing Religious/faith focused
user avatar

Dustin H

CFP®, ChFC®, Series 63, Series 65

Wilmington, NC

Omnistar Financial Group, Inc.

Dustin Hocken is a CFP® and ChFC® with 11 years of experience in financial advising. He has worked at OmniStar Financial Group, Inc. since 2021 and previously spent eight years with Northwestern Mutual Investment Services, LLC. OmniStar Financial Group serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing wealth management, financial planning, and pension consulting. The firm’s five-advisor team manages approximately $229 million across about 280 client accounts, offering personalized discretionary portfolio management and a range of investment strategies combined with written financial plans.

Wealth management Retirement income strategy Founder/Business Owner Executive Values-based investing Religious/faith focused
user avatar

Lawrence C

CFP®, Series 65

Wilmington, NC

Omnistar Financial Group, Inc.

Lawrence Carr is a CFP® and Series 65-licensed financial advisor with three years of industry experience. He has worked at OmniStar Financial Group since 2022 and previously held roles at Nfp, Clinton Medical Clinic, and Advanced Fire Protection. Carr is also a licensed insurance agent. OmniStar Financial Group serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing wealth management, financial planning, and pension consulting. The firm offers personalized discretionary portfolio management with a variety of investment strategies, including options and derivatives, combined with written financial plans for qualifying clients.

Wealth management Retirement income strategy Founder/Business Owner Executive Values-based investing Religious/faith focused
user avatar

Phillip C

Series 63, Series 66

Wilmington, NC

Omnistar Financial Group, Inc.

Phillip Clark is a financial advisor with Omnistar Financial Group, Inc. in Wilmington, NC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Omnistar Financial Group since 2012. Outside of his advisory role, he is an investor in a food service business, Sunny Day Food LLC. Omnistar Financial Group serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing wealth management, financial planning, and pension consulting. The five-advisor team manages approximately $229 million across about 280 client accounts, offering personalized discretionary portfolio management with a range of strategies that include Momentum, Equity Income, Growth & Income, and institutional equity models.

Wealth management Retirement income strategy Founder/Business Owner Executive Values-based investing Religious/faith focused
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