Annalise Montgomery
Faith Investor Services · Scottsdale, Arizona
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.
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Specialties
Who they serve
- Executives
- Divorced individuals
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 | $279.7M across 598 accounts |
| SEC registration | Investment adviser representative in MN · CRD 8272704 |
| Exams passed | Series 65 (2026) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | faithinvestorservices.com |
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Questions about Annalise
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.
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
- Faith Investor Services 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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