Allen Montgomery
Capstone Wealth Management · Lakeland, Florida
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.
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Specialties
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 |
| Assets under management | $109.4M across 364 accounts |
| SEC registration | Investment adviser representative in FL, WI · CRD 1101356 |
| Exams passed | Series 63 (1987) · Series 65 (2000) |
| Firm size | 5 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.careformywealth.com |
How Allen's firm compares
- Capstone Wealth Management's average account is about $301,000, from its Form ADV (assets managed divided by 364 accounts).
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Questions about Allen
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Capstone Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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