Oscar Gomez is a registered investment advisor at Valley View Consulting LLC, based in Huddleston, VA. Oscar operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 77 clients with $16B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
77 clients
Average Client Portfolio
$203.9M average
Assets Under Management
$15.7B

Fee Structure

Investment management only (planning not offered)

Valley View Consulting's fees for investment supervision can be a percentage of the assets they manage, hourly rates, fixed fees, or a combination. All fees are negotiable. In some cases, a minimum or maximum annual fee may apply.

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Location

Huddleston, VA

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Valley View Consulting LLC
June 2025 - Present · 11 mos
State Registrations3 states
FLNCTX
Advisor

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
No exam information available for this advisor.