Clandine Schrock
Montis Financial · Waltham, Massachusetts
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.
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Specialties
Who they serve
- Pre-retirees
- Founders
- Executives
- Divorced individuals
Facts
| Firm | Montis Financial |
|---|---|
| Based in | Waltham, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $1.26B across 1,976 accounts |
| Credentials | CFP · CPWA |
| SEC registration | Investment adviser representative in MA · CRD 5636384 |
| Exams passed | Series 63 (2011) · Series 65 (2015) |
| Firm size | 26 employees |
| Disclosures | None reported |
| Website | montisfinancial.com |
How Clandine'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 Clandine
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Montis Financial website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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