Brian Burke
Montis Financial · Waltham, Massachusetts
Brian Burke is a fee-only financial advisor at Montis Financial in Waltham, Massachusetts, who holds the CFP credential. Montis Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Brian →
Facts
| Firm | Montis Financial |
|---|---|
| Based in | Waltham, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.26B across 1,976 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA · CRD 2973367 |
| Exams passed | Series 63 (1998) · Series 66 (2006) |
| Firm size | 26 employees |
| Disclosures | None reported |
| Website | montisfinancial.com |
How Brian's firm compares
- Montis Financial's average account is about $637,000, from its Form ADV (assets managed divided by 1,976 accounts).
Request an introduction to Brian
Tell Brian a little about what you're looking for. Brian isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Brian
Is Brian Burke a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Montis Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brian charge for financial advice?
Brian's firm, Montis Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Brian Burke based?
Brian Burke is based in Waltham, Massachusetts.
What credentials does Brian Burke hold?
Brian Burke holds the CFP credential.
Is Brian Burke registered with the SEC?
Yes. Brian Burke is registered as an investment adviser representative in MA (CRD 2973367), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Montis Financial manage?
Montis Financial reports $1.26B across 1,976 accounts in assets under management.
How do I contact Brian Burke?
Through Brian's website, montisfinancial.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.
See something wrong? Request a correction. Read our methodology.