Firm
Oakmont Capital Management
Oakmont, Pennsylvania
Fee-only
Oakmont Capital Management at a glance
- One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
- 10 advisors are listed here; 5 of 10 hold the CFA.
- Its Form ADV reports 19 employees and 286 individual clients, 117 of them high net worth.
- Its average account is about $3.1 million (assets it manages divided by its 994 accounts).
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | Oakmont, Pennsylvania |
|---|---|
| Website | bilkeykatz.com |
| Phone | (412) 828-5550 |
Oakmont Capital Management fees
Oakmont Capital Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $3.1 billion |
| Individual clients | 169 |
| High-net-worth clients | 117 |
| Accounts managed | 994 |
| Employees | 19 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-71287) |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 128939 |