# Clandine Schrock

> Clandine Schrock is a fee-only financial advisor at Montis Financial in Waltham, Massachusetts, who holds the CFP and CPWA credentials. Clandine focuses on retirement planning, tax planning and estate & legacy planning. Montis Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/clandine-schrock/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Montis Financial
- **Based in:** Waltham, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $1.26B across 1,976 accounts
- **Credentials:** CFP, CPWA
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning, Founders (pre-exit), Equity compensation, Divorce financial planning
- **Works with:** Pre-retirees, Founders, Executives, Divorced individuals
- **CRD:** 5636384 (https://adviserinfo.sec.gov/individual/summary/5636384)
- **SEC registration:** Investment adviser representative in MA
- **Exams passed:** Series 63 (2011), Series 65 (2015)
- **Firm size:** 26 employees
- **Disclosures:** None reported
- **Website:** http://montisfinancial.com

## Frequently asked questions

### Is Clandine Schrock a fee-only financial advisor?

Yes. Clandine Schrock is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Clandine's firm.

### How does Clandine charge for financial advice?

Clandine's firm, Montis Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Clandine Schrock based?

Clandine Schrock is based in Waltham, Massachusetts.

### What does Clandine specialize in?

Clandine's specialties include retirement planning, tax planning, estate & legacy planning, founders (pre-exit), equity compensation and divorce financial planning. Clandine works with pre-retirees, founders, executives and divorced individuals.

### What credentials does Clandine Schrock hold?

Clandine Schrock holds the CFP and CPWA credentials.

### Is Clandine Schrock registered with the SEC?

Yes. Clandine Schrock is registered as an investment adviser representative in MA (CRD 5636384), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Montis Financial manage?

Montis Financial reports $1.26B across 1,976 accounts in assets under management.

### How do I contact Clandine Schrock?

Through Clandine's website, montisfinancial.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/1749): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://montisfinancial.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.