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Oakmonte Wealth Management

Headquartered in ORLANDO, FL

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Firm Information

Oakmonte Wealth Management is an investment advisor based in California. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. They manage approximately $27.34 million in assets for 31 clients. The firm is a registered investment advisor and offers a wrap fee program.

Oakmonte Wealth Management

$27.34M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

OAKMONTE WEALTH MANAGEMENT has a total of 1 branch locations across the country.
location

ORLANDO, FL

Advisors at Oakmonte Wealth Management

View All 3 Advisors
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James J Flick

CFC®, RA

Orlando, FL

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James M Flick

RA

ORLANDO, FL

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Meghan Ann Collins

RA

ORLANDO, FL

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Disclosures

There are no public disclosures for Oakmonte Wealth Management.

Frequently Asked Questions (6)

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