Omen Quelvog
Omen Quelvog is a CFP-designated registered investment advisor at Formynder Wealth Management, LLC, based in Fredericksburg, VA, with 2 years of industry experience. Omen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 8 clients with $220K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management is offered alongside ongoing comprehensive financial planning, which requires a monthly flat fee ranging from $200 to $3,000. You must engage in ongoing comprehensive financial planning or project-based financial planning to receive investment management services.
Location
Fredericksburg, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Formynder Wealth Management, LLC
Previous Registrations
Apforia
State Registrations1 state
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