Oakmont Wealth Advisory, LLC

Oakmont Wealth Advisory, LLC, operating as White Oak Wealth Management, is a Virginia limited liability company established in September 2018. The firm specializes in providing discretionary portfolio management and financial planning services to individuals, including high net worth individuals, trusts, estates, and charitable organizations. Each client undergoes a comprehensive review process to develop a Financial Profile and Investment Plan tailored to their financial circumstances, goals, and risk tolerance. The firm's investment strategy includes long-term purchases, short-term purchases, short sales, margin transactions, and options trading/writing. The Adviser primarily utilizes mutual funds, ETFs, common stock, closed-end funds, and fixed income securities for investment. Clients are subject to an annual fee schedule based on a percentage of assets under management, with fees payable quarterly. The minimum annual fee is $4,000, and the Adviser may make exceptions or negotiate special fee arrangements as deemed appropriate. The Adviser does not engage in performance-based fees and acts as a fiduciary, managing client portfolios on a discretionary basis. Raymond James & Associates, Inc. serves as the custodian for client accounts, providing institutional trading and operations services. Clients have the option to direct brokerage services, with the Adviser emphasizing best execution for client trades. The firm does not vote proxies related to client securities and does not have any disciplinary events to report.