Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Oakmont has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 2 non-vetted advisors in your local area. These retirement advisors in Oakmont, Pennsylvania have an average of 32 years of experience.
Michael Marion
CFP®
Marion Wealth Management
Qualifications
CRD# 2076025
Firm CRD# 315730
Series 63, 65
Minimum Assets Required
Not Specified
Not Specified
Fee-Based, Flat Fee, Based on Assets
Transparent Financial Solutions
CFP®, CLU®, ChFC®
Qualifications
CRD# 2201485
Firm CRD# 110826
Series 6, 7, 63, 65
Minimum Assets Required
$100,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts
Fee-Based
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 655 Allegheny Avenue, Oakmont, PA, 15139 | $528,412,608 | 882 | 11 | A percentage of AUM, Fixed fees, Performance Based |
2 | 527 Cedar Way, Suite 101 Oakmont, PA, 15139 | $192,282,372 | 1192 | 43 | A percentage of AUM, Hourly charges, Fixed fees |
QualificationsFirm CRD# 128939
Assets Under Management $528,412,608
No. Of Clients882
Clients Per Financial Advisor80
OAKMONT CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Oakmont, Pennsylvania. With a nearly $528M assets under management, the firm specializes in crafting personalized retirement planning solutions for 882 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 298868
Assets Under Management $192,282,372
No. Of Clients1192
Clients Per Financial Advisor28
INVICTA ADVISORS LLC is a financial advisory firm situated in Oakmont, Pennsylvania. With a nearly $192M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1192 clients. The team consists of 43 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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