# Anthony Montenegro

> Anthony Montenegro is a fee-only financial advisor at The Blackmont Group in Fullerton, California. The Blackmont Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/anthony-montenegro/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** The Blackmont Group
- **Based in:** Fullerton, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $8.9M across 42 accounts
- **CRD:** 4161085 (https://adviserinfo.sec.gov/individual/summary/4161085)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 63 (2000), Series 66 (2009)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.theblackmont.org

## Frequently asked questions

### Is Anthony Montenegro a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Anthony holds no broker registration, and The Blackmont Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Anthony charge for financial advice?

Anthony's firm, The Blackmont Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Anthony Montenegro based?

Anthony Montenegro is based in Fullerton, California.

### Is Anthony Montenegro registered with the SEC?

Yes. Anthony Montenegro is registered as an investment adviser representative in CA (CRD 4161085), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does The Blackmont Group manage?

The Blackmont Group reports $8.9M across 42 accounts in assets under management.

### How do I contact Anthony Montenegro?

Through Anthony's website, www.theblackmont.org.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4161085): 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

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