Omega Financial Group, LLC is a small investment advisory firm based out of Santa Barbara, CA, with two offices. With a team of six dedicated professionals, four of whom specialize in providing expert investment advisory services, Omega Financial Group, LLC offers comprehensive financial guidance to its clients. They have a solid track record and manage an average of approximately $93,030,000 in assets per investment advisor, which aligns with the industry average.
The firm's compensation structure is diverse, encompassing various models such as a percentage of assets under management, fixed fees, and hourly charges. Omega Financ...
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Assets Under Mgmt
$372.1M
Investment Professionals
4
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
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