# Omni Wealth Planning, LLC

> Omni Wealth Planning, LLC is a state-registered investment advisory firm, registered since 2025, with no regulatory assets under management reported in its Form ADV filing dated April 15, 2026.

- CRD: 334906
- Filed as: OMNI WEALTH PLANNING, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Indiana
- Filing period: October 2026
- Form ADV filing dated: April 15, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/334906
- AdvisorCensus page: https://advisorcensus.com/firm/omni-wealth-planning-llc-334906

## Quick answers

**How is Omni Wealth Planning, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Omni Wealth Planning, LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Omni Wealth Planning, LLC registered with the SEC or a state?**
Omni Wealth Planning, LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 334906.

**Does Omni Wealth Planning, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/334906

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Advisory services (Item 5.G)
- Financial planning services
- Educational seminars/workshops

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- omniwealthplanning.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Omni Wealth Planning, LLC (CRD 334906): Form ADV filing data as of October 2026.