Anthony Montenegro
The Blackmont Group · Fullerton, California
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.
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Facts
| Firm | The Blackmont Group |
|---|---|
| Based in | Fullerton, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $8.9M across 42 accounts |
| SEC registration | Investment adviser representative in CA · CRD 4161085 |
| Exams passed | Series 63 (2000) · Series 66 (2009) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.theblackmont.org |
| Profile |
How Anthony's firm compares
- The Blackmont Group's average account is about $212,000, from its Form ADV (assets managed divided by 42 accounts).
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Questions about Anthony
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Fullerton
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
- 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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