Kevin Lozer is a CFP-designated registered investment advisor at Oakton Financial, LLC, based in Reston, VA, with 18 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 9 clients with $20M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Oakton Financial bundles investment management together with ongoing financial planning into an annual fee structure based on your life stage:
- Accumulators (10 or more years from retirement) — $8,000 per year ($2,000 per quarter)
- Retirees and Pre-Retirees (less than 10 years from retirement or already retired) — $12,000 per year ($3,000 per quarter)
These fees increase annually by 2%. Standalone investment management without planning is not offered.
Location
11710 Plaza America Drive, Suite 2000, Reston, VA, 20190
Get directionsHistory
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
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Patrick Mccarthy, CFA
- Danny Fuentes, CFPAmeriprise Financial Services, LLC
- Hayley Gregory, CFPCommonwealth Financial Network
- Stephen Berardi, CFACresset Asset Management, LLC
- Ann Summerson, CFPRaymond James & Associates, INC.
- David Watson, CFP, ChFCPark Avenue Securities LLC