A complete list of active advisors currently associated with Oakmont Advisory Group, LLC

Warmer can help you find a great advisor at Oakmont Advisory Group, LLC or one who fits your needs even better.

Oakmont Advisory Group, LLC provides discretionary and non‑discretionary portfolio management and pension/401(k) consulting to individuals, high‑net‑worth clients, and employee benefit plans. The firm documents client goals in individualized Investment Policy Statements and reports roughly $149.5 million in assets under management across about 473 client relationships. OAK’s investment process combines multiple analytic approaches — including fundamental, quantitative, technical, cyclical analysis and modern portfolio theory — and uses both long‑ and short‑term trading as well as options strategies (including covered and uncovered positions). The firm may implement model allocations, refer client assets to third‑party managers (for example Signal Advisors, Brookstone, Gradient and CLS), and conducts quarterly reviews of accounts and performance. The brochure discloses that multiple principals are licensed insurance agents affiliated with Oakmont Insurance, LLC and that supervised persons may receive commission compensation for insurance and other investment product sales, a conflict the firm discloses and says it monitors. The firm also discloses a prior FINRA advertising matter and describes fee‑sharing arrangements with third‑party platforms, a mix of insurance affiliation, advertising‑related regulatory history, and third‑party referral relationships that distinguishes its operating profile from many peers.

To learn more about the advisors currently working at Oakmont Advisory Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.