Christopher Assad
Montis Financial · Waltham, Massachusetts
Christopher Assad 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 8257264 |
| Firm size | 26 employees |
| Disclosures | None reported |
| Website | montisfinancial.com |
How Christopher'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 Christopher
Is Christopher Assad a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Christopher 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 Christopher charge for financial advice?
Christopher's firm, Montis Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Christopher Assad based?
Christopher Assad is based in Waltham, Massachusetts.
What credentials does Christopher Assad hold?
Christopher Assad holds the CFP credential.
Is Christopher Assad registered with the SEC?
Yes. Christopher Assad is registered as an investment adviser representative in MA (CRD 8257264), 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 Christopher Assad?
Through Christopher'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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