# Annalise Montgomery

> Annalise Montgomery is a fee-only financial advisor at Faith Investor Services in Scottsdale, Arizona. Annalise focuses on estate & legacy planning, tax planning and retirement planning. Faith Investor Services reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** Faith Investor Services
- **Based in:** Scottsdale, Arizona
- **Fee model (firm's Form ADV):** Percentage of assets
- **Fees (firm's website):** typically works with clients with $2,000,000 or more
- **Assets under management (firm):** $279.7M across 598 accounts
- **Specialties:** Estate & legacy planning, Tax planning, Retirement planning, Sustainable & impact investing, Divorce financial planning
- **Works with:** Executives, Divorced individuals
- **CRD:** 8272704 (https://adviserinfo.sec.gov/individual/summary/8272704)
- **SEC registration:** Investment adviser representative in MN
- **Exams passed:** Series 65 (2026)
- **Firm size:** 10 employees
- **Disclosures:** None reported
- **Website:** https://faithinvestorservices.com/

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Annalise holds no broker registration, and Faith Investor Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Annalise charge for financial advice?

Annalise's firm, Faith Investor Services, reports charging a percentage of assets on its SEC Form ADV.

### How much does Annalise charge?

According to Faith Investor Services's website, checked October 30, 2026: typically works with clients with $2,000,000 or more.

### Where is Annalise Montgomery based?

Annalise Montgomery is based in Scottsdale, Arizona.

### What does Annalise specialize in?

Annalise's specialties include estate & legacy planning, tax planning, retirement planning, sustainable & impact investing and divorce financial planning. Annalise works with executives and divorced individuals.

### Is Annalise Montgomery registered with the SEC?

Yes. Annalise Montgomery is registered as an investment adviser representative in MN (CRD 8272704), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Faith Investor Services manage?

Faith Investor Services reports $279.7M across 598 accounts in assets under management.

### How do I contact Annalise Montgomery?

Through Annalise's website, faithinvestorservices.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8272704): 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://faithinvestorservices.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.