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
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.Â
30-minute call · Zero pressure · 100% fiduciary obligation
Ready for Investment Advice Free of Conflicts?
Join investors who prioritize transparent, conflict-free investment management.
100% Fee-Only · Zero Commissions · Complete Transparency





