David Faulk
Montage Financial Advisors · Lehi, Utah
David Faulk is a fee-only financial advisor at Montage Financial Advisors in Lehi, Utah, who holds the CFP and CPA credentials. Montage Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Montage Financial Advisors |
|---|---|
| Based in | Lehi, Utah |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $100.1M across 114 accounts |
| Credentials | CFP · CPA |
| SEC registration | Investment adviser representative in CA, TX, UT · CRD 5021007 |
| Exams passed | Series 65 (2005) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | montageadvisors.com |
How David's firm compares
- Montage Financial Advisors's average account is about $878,000, from its Form ADV (assets managed divided by 114 accounts).
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Questions about David
Is David Faulk a fee-only financial advisor?
Yes. David Faulk 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 David's firm.
How does David charge for financial advice?
David's firm, Montage Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is David Faulk based?
David Faulk is based in Lehi, Utah.
What credentials does David Faulk hold?
David Faulk holds the CFP and CPA credentials.
Is David Faulk registered with the SEC?
Yes. David Faulk is registered as an investment adviser representative in CA, TX and UT (CRD 5021007), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Montage Financial Advisors manage?
Montage Financial Advisors reports $100.1M across 114 accounts in assets under management.
How do I contact David Faulk?
Through David's website, montageadvisors.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
- 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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