Fee-only adviser · Reston, VA
Oakton Financial, LLC
Oakton Financial, LLC is a fee-only investment adviser registered with the securities regulator of Virginia, with its main office in Reston, Virginia. On its latest Form ADV, filed March 23, 2026, it reports $20M in regulatory assets under management, 9 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Virginia |
|---|---|
| Firm CRD number | 297609 |
| Office | 11710 Plaza America Drive Suite 2000 Reston, VA 20190 |
| Phone | (703) 871-5014 |
| Website | www.oaktonfinancial.com |
| Regulatory assets under management | $20M |
| Individual clients | 0 non-high-net-worth, 9 high-net-worth |
| Financial planning clients | 1-10 |
| How it charges | Fixed fee |
| Services | Financial planning, Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 23, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Reston
- Acorn Financial Advisory Services, Inc. $1.4B
- The Burney Company $3.6B
- Investology Inc. $250M
- Kaplan Wealth Management, Inc. $89M
- Hopwood Financial Services, Inc. $750M
- Piedmont Wealth Advisory $354M
See all 16 fee-only advisers in Reston →
Nearby
- Herndon 3 firms
- Tysons Corner 1 firm
- Vienna 15 firms
- Great Falls 2 firms
- McLean 26 firms
- Sterling 2 firms
- Tysons 2 firms
- Chantilly 2 firms
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