Fee-only adviser · Princeton, NJ
Omnivest Group LLC
Omnivest Group LLC is a fee-only investment adviser registered with the securities regulator of New Jersey, with its main office in Princeton, New Jersey. On its latest Form ADV, filed May 11, 2026, it reports $29M in regulatory assets under management, 2 individual clients and 1 employee who gives 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 | State-registered: New Jersey |
|---|---|
| Firm CRD number | 141057 · SEC file 801-66936 |
| Office | 344 Nassau Street Suite 101 Princeton, NJ 08540 |
| Phone | (609) 986-1001 |
| Website | www.omnivestgrp.com |
| Regulatory assets under management | $29M ($28M discretionary) |
| Individual clients | 2 non-high-net-worth, 0 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Portfolio management, Selection of other advisers |
| Employees | 3 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | May 11, 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 offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- 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 Princeton
- Roundview Capital, LLC $2.1B
- Novi Wealth Partners $613M
- Halberstadt Financial Consultants Inc $185M
- Northwest Criterion Asset Management, L.L.C. $58M
- Songbird Capital, LLC $105M
- Eks Associates $324M
See all 26 fee-only advisers in Princeton →
Nearby
- Kingston 2 firms
- Skillman 1 firm
- Plainsboro 1 firm
- Princeton Junction 1 firm
- Lawrenceville 2 firms
- Mercerville 1 firm
- Hamilton 1 firm
- North Brunswick 1 firm
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Omnivest Group LLC? Update this listing.