Oakmonte Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 7, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$150⁠-⁠$4,000

“OWM bills based on the balance on the first day of the billing period Financial Planning Fees Fixed Fees The negotiated fixed rate for creating client financial plans is between $150 and $4,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Oakmonte Wealth Management bills

Payment and refund terms, quoted from the fee section of the brochure.

• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of OWM's fees within five business days of signing the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty for a full refund of OWM's fees within five business days of signing the Investment Advisory Contract.”

How Oakmonte Wealth Management’s fees compare

• Its flat or project fee of $150-$4,000 is below the Florida median of $4,900. 23% of the 320 other Florida planners that publish a flat or project fee charge less.
• 5 of the 22 other planners in Orlando that publish a flat or project fee charge less.

About Oakmonte Wealth Management

• Firm size: 3 employees.
• Registered as an adviser: 2019 (7 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

1.5% a year

Clients

15

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$44,178,600

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

304150

Website

youtube.com/@oakmontewealth (opens in new tab)

Phone

(407) 412-9255

Other planners in Orlando that publish fees

• Allegiance Wealth Management, Inc.Orlando$300/hr
• Allgen Financial Advisors, Inc.Orlando$250/hr, $500/yr
• Arx Strategic WealthOrlando$2,500⁠-⁠$5,000
• Centrus Financial StrategiesOrlando$500/hr, $3,000⁠-⁠$15,000
• Cogent Private WealthOrlando$450/hr, $4,000/yr
• Das Wealth ManagementOrlando$100/hr

Compare all 44 planners in Orlando