Christiane Delessert
Montis Financial · Waltham, Massachusetts
Christiane Delessert 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.
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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 725508 |
| Exams passed | Series 63 (1981) |
| Firm size | 26 employees |
| Disclosures | None reported |
| Website | montisfinancial.com |
How Christiane's firm compares
- Montis Financial's average account is about $637,000, from its Form ADV (assets managed divided by 1,976 accounts).
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Questions about Christiane
Is Christiane Delessert a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Christiane 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 Christiane charge for financial advice?
Christiane's firm, Montis Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Christiane Delessert based?
Christiane Delessert is based in Waltham, Massachusetts.
What credentials does Christiane Delessert hold?
Christiane Delessert holds the CFP credential.
Is Christiane Delessert registered with the SEC?
Yes. Christiane Delessert is registered as an investment adviser representative in MA (CRD 725508), 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 Christiane Delessert?
Through Christiane'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.
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