Herbert Montgomery
The Montgomery Financial Group · Orleans, Massachusetts
Herbert Montgomery is a fee-only financial advisor at The Montgomery Financial Group in Orleans, Massachusetts, who holds the CFP credential. Herbert charges hourly fees (no asset minimum) and focuses on small business owners.
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Specialties
Facts
| Firm | The Montgomery Financial Group |
|---|---|
| Based in | Orleans, Massachusetts |
| Fee model | Hourly |
| Fees (firm's website) | No asset minimum |
| Accepting new clients | Yes |
| Assets under management | $48.3M across 247 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA · CRD 4013578 |
| Exams passed | Series 63 (1999) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.themontgomeryfinancialgroup.com |
| Profile |
How Herbert's firm compares
- The Montgomery Financial Group's average account is about $196,000, from its Form ADV (assets managed divided by 247 accounts).
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Questions about Herbert
Is Herbert Montgomery a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Herbert holds no broker registration, and The Montgomery Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Herbert charge for financial advice?
Herbert charges hourly fees.
How much does Herbert charge?
According to The Montgomery Financial Group's website, checked October 30, 2026: no asset minimum.
Where is Herbert Montgomery based?
Herbert Montgomery is based in Orleans, Massachusetts.
What does Herbert specialize in?
Herbert's specialties include small business owners.
What credentials does Herbert Montgomery hold?
Herbert Montgomery holds the CFP credential.
Is Herbert Montgomery registered with the SEC?
Yes. Herbert Montgomery is registered as an investment adviser representative in MA (CRD 4013578), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does The Montgomery Financial Group manage?
The Montgomery Financial Group reports $48.3M across 247 accounts in assets under management.
How do I contact Herbert Montgomery?
Through Herbert's website, www.themontgomeryfinancialgroup.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
- The Montgomery Financial Group 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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