Oakmonte Wealth Management
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About
Oakmonte Wealth Management provides portfolio management, pension consulting and financial planning to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, charitable organizations, and corporate clients. The firm prepares Investment Policy Statements and advises on a range of instruments—including mutual funds, ETFs, fixed income, real estate funds, annuities and private placements—and also sponsors a wrap‑fee program.
The firm applies modern portfolio theory and a long‑term trading approach, tailoring asset allocation and risk parameters to each client and conducting quarterly account reviews. Oakmonte generally manages assets on a non‑discretionary basis (it does not have authority to trade without client consent) and bills asset‑based fees through client custodians, including for accounts in its wrap program.
Oakmonte is distinctive for the firm’s affiliations with legal and trust‑service businesses and with other advisory/trust entities, reflecting that key personnel are also engaged in law and trust‑related activities; the brochure discloses these relationships and the potential for conflicts of interest. The firm also offers insurance‑related products and emphasizes that clients are not required to use affiliated legal, trust, or insurance services.
Client services
Expertise
Fee options
Fixed fees for financial planning between $150 and $4,000
$0 - $1,000,000: 1.50% $1,000,001 - $2,000,000: 1.25% $2,000,001 - And Up: 1.00%
Main office
3700 S Conway Rd, Ste 212
Orlando FL 32812
Advisors at this office
2
Most active in
Florida
Also doing business as
Flick Consulting LLC · Flick Consulting, LLC · Oakemonte Wealth Management · Oakmonte Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Meghan C
ChFC®, Series 65
Orlando, FL
Oakmonte Wealth Management
Meghan Collins is a financial advisor at Oakmonte Wealth Management in Orlando, FL, holding the ChFC® designation and Series 65 license with two years of industry experience. She also works with Lifeboat Trust Services, LLC as a Client Services Associate. Oakmonte Wealth Management provides portfolio management, pension consulting, and financial planning services to individuals, pension plans, charitable organizations, and corporate clients, applying modern portfolio theory and a long-term trading approach tailored to each client.
James F
ChFC®
Orlando, FL
Oakmonte Wealth Management
James Flick is a ChFC® credentialed financial advisor with seven years of experience at Oakmonte Wealth Management in Orlando, FL. He also has over three decades of experience as an attorney with Flick Law Group, P.L. Outside of his advisory role, Flick manages several trust service companies and provides legal counsel related to these activities. Oakmonte Wealth Management offers portfolio management, pension consulting, and financial planning services to individuals, pension plans, charitable organizations, and corporate clients. The firm employs modern portfolio theory and a long-term trading approach, tailoring asset allocation and risk parameters to each client while managing assets primarily on a non-discretionary basis.
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