Advisor at Oakton Financial, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Oakton Financial, LLC
Location
Reston, VA 20190
Credentials
CFP®, Series 65
Industry experience
17 years
Kevin Lozer is a CFP® with 17 years of industry experience, currently serving as the sole advisor at Oakton Financial, LLC. He previously worked for ten years at CLEARLOGIC FINANCIAL, INC., formerly known as Ticknor Atherton & Associates. Oakton Financial serves high-net-worth individuals and small businesses with comprehensive financial planning and discretionary investment management. The firm emphasizes a strategic asset-allocation approach based on Modern Portfolio Theory, tax-aware investments, and a boutique, limited-client model without charging percentage-of-assets-under-management fees.
Based on Oakton Financial, LLC
Minimum fee: $2,500 for financial plan (due upon delivery) Fee-only: Financial planning fee of $2,500; ongoing quarterly fees as flat annual fees
11710 Plaza America Drive, Suite 2000
Reston, VA 20190
Virginia
Oakton Financial, LLC
2018 - Present (8 years)
CLEARLOGIC FINANCIAL, INC., f/k/a TICKNOR ATHERTON & ASSOCIATES
2008 - 2018 (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFA®, Series 63
Bethesda, MD
Noordzee Capital LLC
CFP®, Series 63
Chevy Chase, MD
Green View Advisors LLC
Series 65
Brambleton, VA
Simplify Investments
CFP®, Series 63
Fairfax, VA
David N. Hainsworth, C.P.A., P.C.
Series 65
Vienna, VA
Solution Factory, LLC
Series 66
Falls Church, VA
POV Wealth LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")