Omega Financial Group, LLC

Omega Financial Group, LLC (CRD# 164147) is a financial advisory firm headquartered in Santa Barbara, CA. They manage $152,000,000 in 540 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    152
    MILLION
  • Total Number of Accounts
    540
    ACCOUNTS
  • Average Account Value
    $281,481
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX, WA

Financial Advisors at Omega Financial Group, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Jeffrey D. Avila
CRD#: 4474645
812 Anacapa Street, Santa Barbara, CA 93101
96
Wealthminder
score

Jeffrey Avila (CRD# 4474645) is an Investment Advisor Representative working at Omega Financial Group, LLC in Santa Barbara, CA and has over 14 years of experience in the finance industry. Jeffrey Avila has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Dylan B. Minor
CRD#: 2245009
812 Anacapa Street, Santa Barbara, CA 93101
96
Wealthminder
score

Dylan Minor (CRD# 2245009) is an Investment Advisor Representative working at Omega Financial Group, LLC in Santa Barbara, CA and has over 24 years of experience in the finance industry. Dylan Minor has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Bryan W. Reinhard
CRD#: 3257820
812 Anacapa Street, Santa Barbara, CA 93101
96
Wealthminder
score

Bryan Reinhard (CRD# 3257820) is an Investment Advisor Representative working at Omega Financial Group, LLC in Santa Barbara, CA and has over 17 years of experience in the finance industry. Bryan Reinhard has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Paul C. Kuhn
CRD#: 2718397
812 Anacapa Street, Santa Barbara, CA 93101
93
Wealthminder
score

Paul Kuhn (CRD# 2718397) is an Investment Advisor Representative working at Omega Financial Group, LLC in Santa Barbara, CA and has over 6 years of experience in the finance industry.

5
Robert A. Schultz
CRD#: 5640026
812 Anacapa Street, Santa Barbara, CA 93101
93
Wealthminder
score

Robert Schultz (CRD# 5640026) is an Investment Advisor Representative working at Omega Financial Group, LLC in Santa Barbara, CA and has over 7 years of experience in the finance industry.

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