Helen Donahue
MONTAG Wealth Management · Atlanta, Georgia
Helen Donahue is a fee-only financial advisor at MONTAG Wealth Management in Atlanta, Georgia, who holds the CFA credential. Helen charges a percentage of assets.
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Facts
| Firm | MONTAG Wealth Management |
|---|---|
| Based in | Atlanta, Georgia |
| Fee model | Percentage of assets |
| Works virtually | Yes |
| Assets under management | $2.97B across 1,308 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in GA, TX · CRD 2157189 |
| Exams passed | Series 63 (1992) |
| Firm size | 30 employees |
| Disclosures | None reported |
| Website | www.montagwealth.com |
How Helen's firm compares
- MONTAG Wealth Management's average account is about $2.3 million, from its Form ADV (assets managed divided by 1,308 accounts).
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Questions about Helen
Is Helen Donahue a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Helen holds no broker registration, and MONTAG Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Helen charge for financial advice?
Helen charges a percentage of assets.
Does Helen work with clients virtually?
Yes. MONTAG Wealth Management says on its website that it works with clients remotely.
Where is Helen Donahue based?
Helen Donahue is based in Atlanta, Georgia.
What credentials does Helen Donahue hold?
Helen Donahue holds the CFA credential.
Is Helen Donahue registered with the SEC?
Yes. Helen Donahue is registered as an investment adviser representative in GA and TX (CRD 2157189), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does MONTAG Wealth Management manage?
MONTAG Wealth Management reports $2.97B across 1,308 accounts in assets under management.
How do I contact Helen Donahue?
Through Helen's website, www.montagwealth.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
- MONTAG 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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