Benjamin Monte
Monte Financial Group · Guilford, Connecticut
Benjamin Monte is a fee-only financial advisor at Monte Financial Group in Guilford, Connecticut. Monte Financial Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Monte Financial Group |
|---|---|
| Based in | Guilford, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $482.4M across 438 accounts |
| SEC registration | Investment adviser representative in CT · CRD 7274760 |
| Exams passed | Series 65 (2020) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.montefinancialgroup.com |
| Profile |
How Benjamin's firm compares
- Monte Financial Group's average account is about $1.1 million, from its Form ADV (assets managed divided by 438 accounts).
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Questions about Benjamin
Is Benjamin Monte a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Benjamin holds no broker registration, and Monte Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Benjamin charge for financial advice?
Benjamin's firm, Monte Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Benjamin Monte based?
Benjamin Monte is based in Guilford, Connecticut.
Is Benjamin Monte registered with the SEC?
Yes. Benjamin Monte is registered as an investment adviser representative in CT (CRD 7274760), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Monte Financial Group manage?
Monte Financial Group reports $482.4M across 438 accounts in assets under management.
How do I contact Benjamin Monte?
Through Benjamin's website, www.montefinancialgroup.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
- 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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