Investment Management Without the Hidden Costs

 

As fee-only investment managers, we don’t sell you products. Our compensation comes exclusively from you, aligning our interests with yours.

 

 

 

 

100% Fee-Only · Zero Commissions · Complete Transparency

Get Your Investment GuideRequest Private Consultation

100%

Fee-Only (No Commissions)

Fiduciary

Always in Your Best Interest

20+ Years

Joshua Knauss, CFP® has been in financial services since 2001

Independent

No Product Sales

Why Fee-Only Investment Management Matters

When your advisor doesn’t earn commissions, you get unbiased recommendations that are in your best interest.

True Fiduciary Standard

 

We’re legally required to act in your best interest as a fiduciary — a higher standard than what applies to many broker-dealers.

No Hidden Commissions

 We never receive kickbacks, 12b-1 fees, revenue sharing, or any form of third-party compensation. You pay us directly. That’s how we make money.

Complete Fee Transparency

 

Our fees are disclosed upfront in plain English. We make it clear what value we provide you and what it costs.

Objective Investment Advice

 

Recommendations based solely on what’s best for your portfolio. We guide you to own businesses and assets that serve your goals.

Independent + Unbiased

 

 We have no affiliations with product manufacturers, custodians, or brokerage firms that could influence our recommendations.

Actively Managed Portfolio

 

 Our investment strategy is research-intensive and conviction-driven — focused on owning quality businesses at prices we believe offer long-term value.

Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results.

Fee-Only vs. Commission-Based: What You’re Really Paying

Here’s why fee-only serves you best.

Fee-Only (OMNIWEALTH)

Commission-Based Firm

How Advisor is Paid

Fiduciary Duty

Conflicts of Interest

Product Recommendations

Fee Transparency

Sales Quotas

✓ Directly By You

✓ 100% of The Time

✓ None

✓ Don’t Sell Products

✓ Fully Disclosed

✓ Never

Product Commissions

Subject to Reg BI — not a fiduciary standard

May have compensation-related conflicts

May be incentivized by product commissions

Fees may not be fully disclosed upfront

May operate within sales-driven structures

Fee-Only (OMNIWEALTH)

✓ Paid Directly By You

✓ 100% Fiduciary Duty

✓ No Conflicts of Interest

✓ We Don’t Sell Products

✓ Fee Structure Fully Disclosed

✓ No Sales Quotas Ever

Our Fee-Only Investment Strategy Guide

 

Download our guide to understanding advisor compensation, fiduciary standards, and the questions every investor should be asking.

 

✓  How Commission-Based Advisors Really Make Money

✓  Hidden Fees That Silently Drain Your Portfolio

✓ Understanding Load Fees, 12b-1 Fees, & Revenue Sharing

✓  The True Fiduciary Standard vs. Suitability

✓  Questions to Ask Your Current Advisor

✓  Calculating What You’re Actually Paying in Fees

See Exactly What You’re Paying For With Private Consultation

Schedule a transparent conversation about our fee-only approach and how we think about the true cost of investment advice.

1

Fee Analysis

 

We walk through all layers of cost — advisory fees, fund expenses, and transaction costs — so you have a complete picture.

2

Conflict Assessment

 

We’ll discuss how different compensation structures create different incentives, and what that means for the advice you receive

3

Transparent Proposal

 

 Receive a clear breakdown of our fee structure with no fine print, hidden costs, or commission incentives. 

30-minute call · Zero pressure · 100% fiduciary obligation

OMNIWEALTH is affiliated with the following organizations:

 

Ready for Investment Advice Free of Conflicts?

 

Join investors who prioritize transparent, conflict-free investment management.

 

 

100% Fee-Only · Zero Commissions · Complete Transparency

Get Your Investment GuideRequest Private Consultation