Erica Ryberg
Montoya Wealth Management · Prescott, Arizona
Erica Ryberg is a fee-only financial advisor at Montoya Wealth Management in Prescott, Arizona, who holds the CFP credential. Erica charges a percentage of assets, hourly fees and a one-time planning fee (one-time plans from $3,000 and $300 an hour) and focuses on retirement planning, estate & legacy planning and tax planning.
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Specialties
Who they serve
- Pre-retirees
- Retirees
Facts
| Firm | Montoya Wealth Management |
|---|---|
| Based in | Prescott, Arizona |
| Fee model | Percentage of assets · Hourly · One-time planning fee |
| Fees (firm's website) | One-time plans from $3,000 · $300 an hour · 1% a year on the first tier of assets managed · A $1,000,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $71.7M across 262 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ, TX · CRD 6697964 |
| Exams passed | Series 65 (2016) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.montoyawealth.com |
| Profile |
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Questions about Erica
Is Erica Ryberg a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Erica holds no broker registration, and Montoya Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Erica charge for financial advice?
Erica charges a percentage of assets, hourly fees and a one-time planning fee.
How much does Erica charge?
According to Montoya Wealth Management's website, checked October 30, 2026: one-time plans from $3,000; $300 an hour; 1% a year on the first tier of assets managed; a $1,000,000 asset minimum.
Where is Erica Ryberg based?
Erica Ryberg is based in Prescott, Arizona.
What does Erica specialize in?
Erica's specialties include retirement planning, estate & legacy planning and tax planning. Erica works with pre-retirees and retirees.
What credentials does Erica Ryberg hold?
Erica Ryberg holds the CFP credential.
Is Erica Ryberg registered with the SEC?
Yes. Erica Ryberg is registered as an investment adviser representative in AZ and TX (CRD 6697964), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Montoya Wealth Management manage?
Montoya Wealth Management reports $71.7M across 262 accounts in assets under management.
How do I contact Erica Ryberg?
Through Erica's website, www.montoyawealth.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
- Montoya Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- 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.
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