# Allen Montgomery

> Allen Montgomery is a fee-only financial advisor at Capstone Wealth Management in Lakeland, Florida. Allen focuses on retirement planning and estate & legacy planning. Capstone Wealth Management reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.

Page: https://find.wellspent.co/advisors/allen-montgomery/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Capstone Wealth Management
- **Based in:** Lakeland, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees; Performance-based fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $109.4M across 364 accounts
- **Specialties:** Retirement planning, Estate & legacy planning
- **CRD:** 1101356 (https://adviserinfo.sec.gov/individual/summary/1101356)
- **SEC registration:** Investment adviser representative in FL, WI
- **Exams passed:** Series 63 (1987), Series 65 (2000)
- **Firm size:** 5 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.careformywealth.com

## Frequently asked questions

### Is Allen Montgomery a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Allen holds no broker registration, and Capstone Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Allen charge for financial advice?

Allen's firm, Capstone Wealth Management, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.

### Where is Allen Montgomery based?

Allen Montgomery is based in Lakeland, Florida.

### What does Allen specialize in?

Allen's specialties include retirement planning and estate & legacy planning.

### Is Allen Montgomery registered with the SEC?

Yes. Allen Montgomery is registered as an investment adviser representative in FL and WI (CRD 1101356), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Capstone Wealth Management manage?

Capstone Wealth Management reports $109.4M across 364 accounts in assets under management.

### How do I contact Allen Montgomery?

Through Allen's website, www.careformywealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1101356): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.careformywealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.