Brandon Montoya
Montoya Wealth Management · Prescott, Arizona
Brandon Montoya is a fee-only financial advisor at Montoya Wealth Management in Prescott, Arizona. Brandon charges a percentage of assets, hourly fees and a one-time planning fee (one-time plans from $3,000 and $300 an hour) and focuses on retirement planning, estate & legacy planning and tax planning.
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Specialties
Who they serve
- Pre-retirees
- Retirees
Facts
| Firm | Montoya Wealth Management |
|---|---|
| Based in | Prescott, Arizona |
| Fee model | Percentage of assets · Hourly · One-time planning fee |
| Fees (firm's website) | One-time plans from $3,000 · $300 an hour · 1% a year on the first tier of assets managed · A $1,000,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $71.7M across 262 accounts |
| SEC registration | Investment adviser representative in AZ, TX · CRD 6155790 |
| Exams passed | Series 66 (2013) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.montoyawealth.com |
| Profile |
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Questions about Brandon
Is Brandon Montoya a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brandon holds no broker registration, and Montoya Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brandon charge for financial advice?
Brandon charges a percentage of assets, hourly fees and a one-time planning fee.
How much does Brandon charge?
According to Montoya Wealth Management's website, checked October 30, 2026: one-time plans from $3,000; $300 an hour; 1% a year on the first tier of assets managed; a $1,000,000 asset minimum.
Where is Brandon Montoya based?
Brandon Montoya is based in Prescott, Arizona.
What does Brandon specialize in?
Brandon's specialties include retirement planning, estate & legacy planning and tax planning. Brandon works with pre-retirees and retirees.
Is Brandon Montoya registered with the SEC?
Yes. Brandon Montoya is registered as an investment adviser representative in AZ and TX (CRD 6155790), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Montoya Wealth Management manage?
Montoya Wealth Management reports $71.7M across 262 accounts in assets under management.
How do I contact Brandon Montoya?
Through Brandon's website, www.montoyawealth.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
- Montoya Wealth Management 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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