❓ Frequently Asked Questions

How does Oakmont charge their clients?

We are a fee-based financial advisory firm. Our fees depend on the level of assets under advisement. Some advisory firms are commission-based, which can lead to conflicts of interest and misleading advice. Not Oakmont. Our straightforward fees include the management of all your investment accounts, comprehensive planning, and unique on-going Retirement Planning Meetings (RPMs) throughout the year.

Do you offer an hourly or one-time financial plan fee option?

We offer the most value when we work with people who desire a long-term relationship with a trusted financial advisor. If you are interested in a financial plan only (not ongoing advisement), schedule a 15-minute phone call and we will determine if our services meet your needs.

What makes you different from other financial advisors?

Continuous planning and guidance. Our work doesn’t stop after you decide to become a client. We provide ongoing planning and support for our clients as circumstances change throughout their retirement journey. This is accomplished through our unique planning process called Retirement Planning Meetings (RPMs).

Ongoing client education. We believe in educating our clients so they can become smarter, more empowered investors. Our clients have access to exclusive webinar trainings and articles designed to help them make better money moves. We also produce two weekly radio programs/podcasts full of financial tips and education.

Industry-leading technology. We utilize industry-leading technology to equip our clients with tools for more success. We invest in technology with the goal of simplifying the lives of our clients and providing more peace of mind.