National Retirement Planning Experts

National Coverage
Local Professionals

OMNISTAR FINANCIAL GROUP, INC.

1712 Eastwood Road
Suite 212
Wilmington, North Carolina 28403
Tel: 828-323-8777

Need a Financial Advisor?
Compare Vetted Advisors

About OMNISTAR FINANCIAL GROUP, INC.

OMNISTAR FINANCIAL GROUP, INC, formally registered with the SEC as OMNISTAR FINANCIAL GROUP, INC. The firm was established in 06/03/2016. They have over 2 offices throughout the country.

OMNISTAR FINANCIAL GROUP, INC. is a Wilmington, North Carolina based Financial Planning firm with nearly $160,420,000 assets under management, offering retirement planning & investment advisory services to 347 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#138515
SEC#801-107868
Assets Managed by Firm$160,420,000
No. of Clients347
No. of Advisors8

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services

Firm Client Information

No. of ClientsAUM
Firm Total347$160,420,000
Individuals (other than high net worth individuals)285$33,000,000
High net worth individuals45$92,000,000
Pension and profit sharing plans16$35,000,000
Charitable organizationsFewer than 5 clients$420,000

More Retirement Planning firms in Wilmington, North Carolina:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
CAPTRUST
4208 Six Forks Rd, Suite 1700
Raleigh, NC, 27609
$714,587,898,072762541338
ALLSPRING GLOBAL INVESTMENTS, LLC
1415 Vantage Park Drive, 3rd Floor
Charlotte, NC, 28203
$367,167,074,9764060932
BARINGS LLC
300 S. Tryon Street, Suite 2500
Charlotte, NC, 28202
$273,040,118,3223331029
ALLSPRING FUNDS MANAGEMENT, LLC
1415 Vantage Park Drive, 3rd Floor
Charlotte, NC, 28203
$235,232,798,8907030418
STERLING CAPITAL MANAGEMENT LLC
4350 Congress Street, Suite 1000
Charlotte, NC, 28209
$62,841,626,9483390180

Explore More Retirement Advisors in Wilmington, North Carolina