Kevin Lozer is a CFP-designated registered investment advisor at Oakton Financial, LLC, based in Reston, VA, with 17 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 7 clients with $12M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Oakton Financial provides ongoing financial planning and portfolio management for a quarterly fee.
- Accumulators (individuals and families who are 10 or more years from retirement) pay $8,000 per year ($2,000 per quarter).
- Retirees and Pre-Retirees (individuals and families less than 10 years from retirement or already in retirement) pay $12,000 per year ($3,000 per quarter).
The fee increases annually by 2%.
Location
11710 Plaza America Drive, Suite 2000, Reston, VA, 20190
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Oakton Financial, LLC
Previous Registrations
Clearlogic Financial, INC.
State Registrations1 state
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