Daniel Traub
Montis Financial · Waltham, Massachusetts
Daniel Traub is a fee-only financial advisor at Montis Financial in Waltham, Massachusetts. Montis Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Daniel →
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 |
| SEC registration | Investment adviser representative in MA · CRD 3091754 |
| Exams passed | Series 63 (1998) |
| Firm size | 26 employees |
| Disclosures | None reported |
| Website | montisfinancial.com |
How Daniel's firm compares
- Montis Financial's average account is about $637,000, from its Form ADV (assets managed divided by 1,976 accounts).
Request an introduction to Daniel
Tell Daniel a little about what you're looking for. Daniel isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Daniel
Is Daniel Traub a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel 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 Daniel charge for financial advice?
Daniel's firm, Montis Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Daniel Traub based?
Daniel Traub is based in Waltham, Massachusetts.
Is Daniel Traub registered with the SEC?
Yes. Daniel Traub is registered as an investment adviser representative in MA (CRD 3091754), 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 Daniel Traub?
Through Daniel'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.
See something wrong? Request a correction. Read our methodology.