Oakmont Advisory Group, LLC's Form ADV discloses 1.20% on the first $500,000, 0.95% on the next $500,000, 0.75% on the next $2 million, and 0.45% on assets above $3 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #158890), Oakmont Advisory Group, LLC is subject to fiduciary duty under federal law.
Oakmont Advisory Group, LLC is headquartered in ALBUQUERQUE, NM.
Oakmont Advisory Group, LLC serves 58 high-net-worth clients according to their SEC filing dated May 26, 2026. View client details ↓
According to their SEC Form ADV, Oakmont Advisory Group, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
Oakmont Advisory Group, LLC manages $150 million in client assets according to their SEC filing dated May 26, 2026.
According to their SEC Form ADV, Oakmont Advisory Group, LLC serves high-net-worth individuals and institutional clients. View client details ↓