William
Berger
Oakmont Wealth Advisory, LLC
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About this Advisor
William Berger is a financial advisor based in Columbia, Maryland with 4 years of industry experience. Berger works at Oakmont Wealth Advisory, LLC. During their career, Berger has held roles at Great Lakes & Atlantic Wealth Management, Oakmont Wealth Advisory, LLC and Biegel&Waller LLC. Berger has a Series 65 license, which qualifies them as an investment advisor representative, and is able to serve investors in Maryland. Oakmont Wealth Advisory, LLC is a registered investment firm that has its headquarters in Reston, VA. The company has a total of six employees. It handles $218 million in assets under management across its 603 accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. The firm advises five charities and foundations. Of its 603 client accounts, 61% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The advisory firm offers a few services, such as portfolio management for individuals and small businesses, pension consulting services and publication of newsletters. Financial management fees typically depend on which service is offered. However, fee types charged by Oakmont Wealth Advisory, LLC can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Oakmont Wealth Advisory, LLC Brokerage Details
$218,249,208
6
603
$361,939
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
William Berger Work History
William has been registered as a financial advisor for 4 years.*
Oakmont Wealth Advisory, LLC
Great Lakes & Atlantic Wealth Management
Biegel&Waller LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of William Berger to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Oakmont Wealth Advisory, LLC
Reston, VA
Columbia, MD
Reston, VA
Reston, VA
Columbia, MD
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