Meghan Collins is a ChFC-designated registered investment advisor at Oakmonte Wealth Management, based in Orlando, FL, with 2 years of industry experience. Meghan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 12 clients with $34M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Location
3700 S Conway Rd, Ste 112, Orlando, FL, 32812
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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 →Other Business Activities
Meghan works as a Client Services Associate for Lifeboat Trust Services, LLC, an investment-related business, since August 2023. She currently dedicates minimal time outside trading hours to this role, with expectations of increased responsibilities in the future.
Employment History
Current Registrations
Oakmonte Wealth Management
State Registrations1 state
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