Omni 360 Wealth, Inc.

OMNI 360 Wealth, Inc. is a registered investment advisor founded in 1996 by Linda J. Farinola, with three investment advisors and two administrative employees. The firm provides financial planning and investment management services to individuals, families, small businesses, and related entities. Services include financial goal identification, cash flow management, retirement planning, estate planning, tax planning, and investment analysis. OMNI offers investment advisory services on a discretionary basis, collecting fees directly from clients and not receiving commissions. The firm holds assets with Schwab Institutional and does not participate in wrap fee programs. The firm's fee structure includes a percentage of assets under management, hourly charges, fixed fees for projects, or subscription services. Fees are negotiable based on the scope and complexity of client needs. OMNI does not receive soft dollar benefits and reviews brokerage practices annually. Clients receive regular reports and financial plans, with portfolio analysis available upon request. The firm's advisors, Bryan P. Katz, James G. Colitsas, and Linda J. Farinola, hold various professional designations and have extensive experience in the financial industry. OMNI 360 Wealth, Inc. is a fiduciary, acting in the best interests of clients. The firm does not have any disciplinary history and provides comprehensive services tailored to clients' needs. Neel Shah, an attorney and financial advisor, joined the firm in 2023, bringing legal expertise to client services. Linda Farinola supervises all advisors to ensure compliance with regulations and ethical standards.