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omni 360 wealth, inc.

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plainsboro, NJ

Additional Information

Omni 360 Advisors is an integrated financial services, legal planning, and accounting firm providing tax, legal, financial, and business planning solutions. The firm offers services through in-house Certified Public Accountants, Enrolled Agents, Certified Financial Planners, Estate Planning Attorneys, Tax Lawyers, Investment Advisors, and Insurance Agents.

Certified Public Accountant (CPA)Enrolled AgentCertified Financial Planner (CFP)Estate Planning AttorneyTax Lawyer

Specializes in

Business owners and entrepreneursPre-retirees and retireesExecutives and professionalsWealth in transitionYoung professionals and families

Services

Tax planning and tax servicesAccounting and consulting servicesAsset protection planningBusiness succession planningEstate planningFinancial planningProfessional fiduciary servicesInsurance and risk management servicesInvestment managementRetirement planning and IRA planning+9 more

Languages: Gujarati · Serving New Jersey

Additional information extracted from the firm's public website. Last updated: August 8, 2026

Contact Information

Phone: 609-452-0889

Website: https://omni360advisors.com

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Frequently Asked Questions

How much does a financial advisor cost in plainsboro?

Fee-only advisors charge $150-$350/hour or $1,500-$5,000 for a comprehensive plan. Commission-based advisors earn from product sales (no direct cost to you, but potential conflicts). Fee-based advisors combine both. AUM (assets under management) fees are typically 1-1.5% annually.

What's the difference between a financial advisor and a financial planner?

A financial planner creates comprehensive plans covering all aspects of your finances. A financial advisor may focus on investment management specifically. In Canada, look for the CFP (Certified Financial Planner) designation for comprehensive planning, or CFA for investment expertise.

When should I hire a financial advisor?

Consider an advisor when: you have $50K+ in investable assets, approaching major life changes (marriage, kids, divorce, retirement), inheriting money, starting a business, or you simply don't have time to manage your finances. The earlier you start, the more compound growth works for you.

How do I verify a financial advisor's credentials?

Check FP Canada's registry for CFP holders, CFA Institute for CFA charterholders, and your provincial securities commission for registered advisors. Ask about their registration category, compensation model, and any disciplinary history. All registered advisors must disclose this information.

What should I ask a financial advisor at the first meeting?

Ask: How are you compensated? What are your qualifications/designations? What's your investment philosophy? How often will we meet? What's your typical client profile? Can you provide references? Do you have a fiduciary duty to me? A good advisor welcomes these questions.