Change the way you work with your advisor.
Say Goodbye to the AUM Fee: Fixed-Fee Financial Planning
Omne 360 by The Ragnar Group Inc. brings commonsense pricing that more accurately reflects how advisors work with clients. No account minimums, fixed predictable pricing and no compromises on service.
Real Human Advisors
We believe there is no replacement for true human interaction. While we utilize A.I. where we can, you will never be left with "Chat Bot" advice on your finances or investments.
Fixed Pricing Just Makes Sense
Why should you pay an advisor 1% of your assets if index funds have historically grown almost every year? Instead, you should be compensating your advisor for their time and expertise. Meaning the advisor is there to make sure you stay on track reaching your goals and you get to keep more of your money. See how a flat fee compares with a 1% AUM fee in dollars.
How It Works
Three steps to a fixed-fee advisor relationship.
Book a free call
Tell us about your goals and where you are today. No pressure and no account minimums. Book your free call.
Choose your plan
Pick the level of service that fits, from 360 Core to Plus to Premium. Compare our plans.
Work with a real advisor
You pay one fixed monthly fee, and your advisor stays focused on your plan, not your account balance. See what's included.
Frequently Asked Questions
What is an AUM fee?
An AUM (assets under management) fee is a percentage of your invested assets, commonly around 1% per year, that many advisors charge. As your portfolio grows, so does the fee, even if the advisor's workload doesn't. Compare an AUM fee with a flat fee.
How does a fixed monthly fee work?
You pay a flat, predictable monthly fee for a defined set of services, regardless of how large your account is. See exactly what's included on our Services page.
Is there an account minimum?
No. Omne 360 has no account minimums.
Will I work with a real person or an AI?
A real person. We use A.I. where it helps behind the scenes, but you will never get "chat bot" advice on your finances or investments.
How much does my current advisor cost me?
Use our free advisor fee calculator to see what you're paying each year.
How do I get started?
Book your free call and we'll walk you through the next steps.
Ready to see the difference?
Compare what you pay now with a fixed fee, then talk to an advisor.