Fee-only adviser · Lancaster, PA
Odyssey Group Wealth Advisors
Odyssey Group Wealth Advisors is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Lancaster, Pennsylvania. On its latest Form ADV, filed March 31, 2026, it reports $421M in regulatory assets under management, 245 individual clients and 3 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 336636 · SEC file 801-133758 |
| Office | 22A East Roseville Road Lancaster, PA 17601 |
| Phone | (717) 553-4722 |
| Website | www.ogwa.com |
| Regulatory assets under management | $421M |
| Individual clients | 145 non-high-net-worth, 100 high-net-worth |
| Financial planning clients | 11-25 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management |
| Employees | 6 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 31, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Lancaster
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- RKL Private Wealth $2.5B
- Mangolds Investment Advisors Inc. $65M
- Psi Capital Management $385M
- Atwater Malick $687M
- Carriage Hill Investment Associates LLC $50M
See all 17 fee-only advisers in Lancaster →
Nearby
- Smoketown 1 firm
- Leola 2 firms
- Lititz 1 firm
- Strasburg 1 firm
- Mount Joy 1 firm
- Lebanon 1 firm
- Elizabethtown 1 firm
- York 2 firms
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