Skip to content

Oakmont Advisory Group - Fiduciary Financial Advisor, Albuquerque, NMFinancial advisor in Albuquerque, NM

Oakmont Advisory Group - Fiduciary Financial Advisor, Albuquerque, NM is a financial advisor at 2001 Carlisle Blvd NE Ste D, Albuquerque, NM 87110, ranked #3 of 72 financial advisors in Albuquerque and rated 5.0 from 39 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Albuquerque, NMUpdated 0 paid placements in any rankingHow we rank

Call (505) 821-6966Website ↗

Key facts

Key facts about Oakmont Advisory Group - Fiduciary Financial Advisor, Albuquerque, NM
Address2001 Carlisle Blvd NE Ste D, Albuquerque, NM 87110Get directions
Phone(505) 821-6966
Websiteoakmontadvisory.com
HoursMonday to Thursday: 9 AM – 5 PM; Friday: 9 AM – 3 PM
Google rating5.0 from 39 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Albuquerque and 5 towns within 25 miles: North Valley, South Valley, Rio Rancho, Enchanted Hills and Los Lunas.

Based in Albuquerque, NMView on map

Opening hours

Opening hours for Oakmont Advisory Group - Fiduciary Financial Advisor, Albuquerque, NM
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 3 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Oakmont Advisory Group - Fiduciary Financial Advisor, Albuquerque, NM

How is Oakmont Advisory Group - Fiduciary Financial Advisor, Albuquerque, NM ranked in Albuquerque?

Oakmont Advisory Group - Fiduciary Financial Advisor, Albuquerque, NM is ranked #3 of 72 financial advisors in Albuquerque by RFA Score, with 72 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Oakmont Advisory Group - Fiduciary Financial Advisor, Albuquerque, NM’s hours?

Oakmont Advisory Group - Fiduciary Financial Advisor, Albuquerque, NM is open Monday to Friday. Its listed hours are Monday to Thursday, 9 AM – 5 PM; Friday, 9 AM – 3 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Oakmont Advisory Group - Fiduciary Financial Advisor, Albuquerque, NM serve?

Serves Albuquerque and 5 towns within 25 miles: North Valley, South Valley, Rio Rancho, Enchanted Hills and Los Lunas. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Oakmont Advisory Group - Fiduciary Financial Advisor, Albuquerque, NM?

Oakmont Advisory Group - Fiduciary Financial Advisor, Albuquerque, NM has a rating of 5.0 from 39 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Oakmont Advisory Group - Fiduciary Financial Advisor, Albuquerque, NM?

Call Oakmont Advisory Group - Fiduciary Financial Advisor, Albuquerque, NM on (505) 821-6966. The business is at 2001 Carlisle Blvd NE Ste D, Albuquerque, NM 87110. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

Own Oakmont Advisory Group - Fiduciary Financial Advisor, Albuquerque, NM? Claim this profile.

Claiming is free. Correct your hours, specialties and service area. The RFA Score is recalculated from corrected data; payment never changes it.

Claim this profile

Compare nearby financial advisors

Oakmont Advisory Group - Fiduciary Financial Advisor, Albuquerque, NM compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Oakmont Advisory Group - Fiduciary Financial Advisor, Albuquerque, NM (this business)—725.0 (39)NoNo
Horizon Trust Company#1794.9 (431)NoNo1.7 mi
Choice Mortgage Group New Mexico#2755.0 (108)NoNo5.7 mi
Legacy Financial Group#4715.0 (30)NoNo6.4 mi

See all 72 ranked financial advisors in Albuquerque