# Debbie Montgomery

> Debbie Montgomery is a fee-only financial advisor at Maple Capital Management in Marietta, Georgia, who holds the CFP credential. Maple Capital Management reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/debbie-montgomery/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Maple Capital Management
- **Based in:** Marietta, Georgia
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $2.58B across 3,579 accounts
- **Credentials:** CFP
- **CRD:** 1668162 (https://adviserinfo.sec.gov/individual/summary/1668162)
- **SEC registration:** Investment adviser representative in GA, VT
- **Exams passed:** Series 63 (1989), Series 65 (2005)
- **Firm size:** 27 employees
- **Disclosures:** None reported
- **Website:** http://www.maplecapital.com

## Frequently asked questions

### Is Debbie Montgomery a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Debbie holds no broker registration, and Maple Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Debbie charge for financial advice?

Debbie's firm, Maple Capital Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is Debbie Montgomery based?

Debbie Montgomery is based in Marietta, Georgia.

### What credentials does Debbie Montgomery hold?

Debbie Montgomery holds the CFP credential.

### Is Debbie Montgomery registered with the SEC?

Yes. Debbie Montgomery is registered as an investment adviser representative in GA and VT (CRD 1668162), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Maple Capital Management manage?

Maple Capital Management reports $2.58B across 3,579 accounts in assets under management.

### How do I contact Debbie Montgomery?

Through Debbie's website, www.maplecapital.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1668162): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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