Omega Wealth Partners, Inc.

Omega Wealth Partners, Inc. is a financial advisor firm based in Fort Worth, Texas, established in 2010. The firm specializes in providing a wide array of investment advisory services to individuals and various types of clients. Omega Wealth Partners, Inc. is owned by John M. Dickens, Tamera Bryant, and Thomas Hardgrove, and operates as a fiduciary, always acting in the client's best interest. The firm offers asset management services, including tailored portfolio creation and continuous monitoring, as well as complimentary financial planning services. Clients can expect a service-oriented approach with open communication to meet their financial goals while considering risk tolerance and time horizons. For asset management services, the firm charges fees based on a percentage of assets under management, with different rates depending on the platform used. Omega Wealth Partners, Inc. does not charge performance-based fees and has specific account size requirements for different platforms. The firm recommends using Charles Schwab & Co., Inc. as the custodian and broker, providing a wide range of investment products and services. Clients have investment discretion, and the firm does not accept proxy authority to vote client securities. Omega Wealth Partners, Inc. does not have any material changes or disciplinary information to report.