Oakmont Wealth Advisory, LLC
Oakmont Wealth Advisory, LLC (CRD# 299021) is a financial advisory firm headquartered in Reston, VA. They manage $218,249,208 in 603 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management218MILLION
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Total Number of Accounts603ACCOUNTS
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Average Account Value$361,939
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
CA, CO, FL, MA, MD, PA, VA
William Berger (CRD# 2258317) is an Investment Advisor Representative working at Oakmont Wealth Advisory, LLC in Columbia, MD and has over 10 years of experience in the finance industry.
Douglas Birnie (CRD# 2646049) is an Investment Advisor Representative working at Oakmont Wealth Advisory, LLC in Reston, VA and has over 27 years of experience in the finance industry.
Justin Roudiez (CRD# 5354169) is an Investment Advisor Representative working at Oakmont Wealth Advisory, LLC in Columbia, MD and has over 15 years of experience in the finance industry. Justin Roudiez 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.
James Sexton (CRD# 6238381) is an Investment Advisor Representative working at Oakmont Wealth Advisory, LLC in Reston, VA and has over 9 years of experience in the finance industry. James Sexton 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.