Oakmont Capital Management, LLC fees and pricing
Financial planner in Oakmont, Pennsylvania. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 30, 2026, Oakmont Capital Management, LLC charges $100-$750 an hour, a flat or project fee of $50,000, and an annual fee of $50,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $100-$750/hr
“For project-based relationships with a defined objective or term, Oakmont Capital will charge a flat hourly fee ranging from $100 to $750 or a fixed fee with a minimum of $50,000 per project.”
- Flat or project fee
- $50,000
From the same sentence as above.
- Annual fee
- $50,000/yr
“The first being a fixed annual fee with a minimum of $50,000 and the second being an asset-based fee ranging from 3 to 100 basis points with a minimum aggregate investable amount of $500,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Oakmont Capital Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “For ongoing and continuous OCIO and Consulting relationships, Oakmont Capital has two negotiable fee structures available to clients.”
- “These fees are negotiable and determined based upon the complexity of the project, the time associated with completing the project, and the number of Oakmont Capital representatives assigned to it.”
- “Typically, these legacy Clients are charged an annual fixed retainer fee and are billed quarterly in advance.”
How Oakmont Capital Management, LLC’s fees compare
- Its hourly rate of $100-$750 spans the Pennsylvania median of $250. 88% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
- Its flat or project fee of $50,000 is above the Pennsylvania median of $3,650. 96% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
- Its annual fee of $50,000 is above the Pennsylvania median of $6,000. 95% of the 74 other Pennsylvania planners that publish an annual fee charge less.
About Oakmont Capital Management, LLC
- Firm size: 19 employees.
- Registered as an adviser: 2010 (16 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 286
- Employees
- 19
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, state and local governments, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
- Assets managed
- $3,086,575,180
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 128939
- Phone
- (412) 828-5550
Can advise clients in 7 states: California, Florida, Georgia, New Jersey, Ohio, Pennsylvania, Texas
Other planners in Pennsylvania that publish fees
- 100 Plus PlanningCenter Valley$1,000-$6,000
- 10TH Street CapitalPhiladelphia$300/hr, $3,000-$20,000
- 2ND Story Wealth PlannersPlymouth Meeting$400/hr, $3,000-$6,000
- 80 West Asset Management, LLCPittsburgh$250/hr, $2,000/yr
- A Better Way Financial, LLCAllentown$500-$2,399/yr
- A. Neff Associates LLCPittsburgh$150/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.