Brian Montanez
Multnomah Group · Orinda, California
Brian Montanez is a fee-only financial advisor at Multnomah Group in Orinda, California. Brian focuses on retirement planning. Multnomah Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Multnomah Group |
|---|---|
| Based in | Orinda, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $2.67B across 374 accounts |
| SEC registration | Investment adviser representative in CA · CRD 3184104 |
| Exams passed | Series 63 (1999) · Series 66 (2002) |
| Firm size | 21 employees |
| Disclosures | None reported |
| Website | www.multnomahgroup.com |
How Brian's firm compares
- Multnomah Group's average account is about $7.1 million, from its Form ADV (assets managed divided by 374 accounts).
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Questions about Brian
Is Brian Montanez a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Multnomah Group 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, Multnomah Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Brian Montanez based?
Brian Montanez is based in Orinda, California.
What does Brian specialize in?
Brian's specialties include retirement planning. Brian works with retirees and pre-retirees.
Is Brian Montanez registered with the SEC?
Yes. Brian Montanez is registered as an investment adviser representative in CA (CRD 3184104), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Multnomah Group manage?
Multnomah Group reports $2.67B across 374 accounts in assets under management.
How do I contact Brian Montanez?
Through Brian's website, www.multnomahgroup.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
- Multnomah Group 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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