OmniPlan: Delegate With Confidence

For Comprehensive Advanced Strategies That Address Complex Situations

Who it's for
what's included
what's the cost

OmniPlan: Who It’s For

Ongoing relationship tailored specifically to support these business life stages:

A young business man owner taking a selfie in what appears to be a coffee shop or bakery with shelves stocked with various items and warm lighting in the background.

Start-Up and Business Growth

For owners looking to create a life of real independence and financial security

A couple holding an ultrasound picture, with the woman and man touching foreheads and smiling in front of a dark green background.

Navigating Life Transitions

Ensuring all accounts, plans, and financials are structured to handle life changing events

A smiling middle-aged woman with shoulder-length reddish-brown hair wearing a vibrant pink lace dress standing behind four young boys sitting on a patterned sofa against a plain light gray wall.

Retiring With a Legacy

Resolving tax and income concerns while supporting legacy to protect what you've built

This Is For You If:

You’re looking to avoid critical mistakes that can result in permanent financial, legal, reputational or business risks.

You’re looking to maximize your after tax wealth and net spendable income before and throughout retirement life.

You’re wanting professional management of financial assets for safeguarding, without giving up control or losing leverage.

You’re looking for a proactive partner in your financial life who’ll know you and your business and bring fresh ideas to the table.

What Can Be Done For You — We’ll Do.

What Can’t — We’ll Do Together.

A five-step process flowchart titled 'Discovery' through 'Review' with descriptions in each step, numbered 1 to 5, each step in a blue rectangle.

What To Expect

Q1

Jan-Mar

Income Planning

Q2

Apr-Jun

Tax Strategy

Q3

Jul-Sep

Family & Estate

Q4

Oct-Dec

Retirement

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OmniPlan Includes

Ongoing Planning Relationship

Advanced Tax Planning Strategy

Foundation Planning and Reviews

Account Set Up and We Manage

Investment Selection & Decisions

Quarterly Advisor Access

We Manage Employee Benefits

Advanced Wealth Strategies

3(38) Fiduciary With 401(k) Plans

Organizing & Safekeeping Documents

Employee Financial Literacy

Ownership Transition Planning

Business Continuation Planning

WHAT IF? Retirement Forecast

Coordination With Other Advisors

Multi-Generational Planning

Financial Managing and Bill Pay

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What You Pay

COMPANY 401(K) MANAGEMENT

Up to 1% AUM + TPA Fee

Total fees may vary depending on plan size, structure, provider and number of participants. We frequently negotiate fees on our clients’ behalf as a benefit.

OmniPlan + WEALTH MANAGEMENT

$11,750 Annual Flat Fee

We discount AUM fees for financial planning clients who also invest with us. For non-planning clients wanting professional wealth management, see our A la Carte fee schedule.

ADDITIONAL INFORMATION

We exclude cash when calculating the AUM Fee, which oftentimes result in significant savings to our clients when comparing against traditional AUM Fee models. We believe in fair, value-based pricing that promotes a win-win, always.

F.A.Q.

  • Assuming $2 Million Total ($500k Cash + $1,500k Invested)

    • Traditional 1% AUM Model: You'd Pay $20k/year

    • OmniPlan Flat Fee: You'd Pay $11,750/yr
      + $1500/yr‍ if ‍you invest with us (AUM Discounted to 0.10%)

    • Our AUM Fee Model (a la carte): You'd Pay $8250/year

    AUM Fee is discounted under OmniPlan. For wealth management only, see our A la Carte fee schedule, HERE.

  • There are no asset minimums to work with us.

  • For the first 30-90 days as part of our Onboarding process, we will meet frequently to get you and your plan set up and set the meeting cadence from there.

  • We are based out of the great bourbon and horse state of Kentucky.

  • Since 2019-20. Independent since 2024.

  • In principle, we believe:

    • “An investment operation is one which, upon thorough analysis, promises safety of principal and an adequate return. Operations not meeting these requirements are speculative” ~ Ben Graham

    In practice:

    • We do not gamble and we do not speculate on the price of assets. We believe price is what you pay but value is what you get

    • We believe behind every stock is a business; behind every bond is an issuer; behind ever fund is a fund manager—we focus on the parts of investing that matter most

    • We maintain a long-term view while focusing on positioning client assets to best support their short- and long-term financial needs

    • We believe in diversification as a strategic approach to de-risk, but understand that real wealth is built through strategic concentration of owning high-quality assets

    • We believe in knowing what you own and why you own it, and we utilize a 5-Step Process for evaluating and understanding every investment we own or recommend

  • We understand that not all client situation and circumstances will fit this service model.

    For clients with non-complex needs — visit our Foundations Page.

    For specific non-planning needs and services, check out our A la Carte offering.

  • We’d love to meet you!

    Visit the Work With Us page to get started and see if we’re a fit.

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LET’S GET MOVING

See if WE fit