# Hong-Tsun Simon

> Hong-Tsun Simon is a fee-only financial advisor at MONTAG Wealth Management in Atlanta, Georgia, who holds the CFA credential. Hong-Tsun charges a percentage of assets.

Page: https://find.wellspent.co/advisors/hong-tsun-simon/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** MONTAG Wealth Management
- **Based in:** Atlanta, Georgia
- **Fee model:** Percentage of assets
- **Works virtually:** Yes (firm's website)
- **Assets under management (firm):** $2.97B across 1,308 accounts
- **Credentials:** CFA
- **CRD:** 4869983 (https://adviserinfo.sec.gov/individual/summary/4869983)
- **SEC registration:** Investment adviser representative in GA
- **Firm size:** 30 employees
- **Disclosures:** None reported
- **Website:** http://www.montagwealth.com

## Frequently asked questions

### Is Hong-Tsun Simon a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Hong-Tsun 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 Hong-Tsun charge for financial advice?

Hong-Tsun charges a percentage of assets.

### Does Hong-Tsun work with clients virtually?

Yes. MONTAG Wealth Management says on its website that it works with clients remotely.

### Where is Hong-Tsun Simon based?

Hong-Tsun Simon is based in Atlanta, Georgia.

### What credentials does Hong-Tsun Simon hold?

Hong-Tsun Simon holds the CFA credential.

### Is Hong-Tsun Simon registered with the SEC?

Yes. Hong-Tsun Simon is registered as an investment adviser representative in GA (CRD 4869983), 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 Hong-Tsun Simon?

Through Hong-Tsun's website, www.montagwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4869983): 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
- The firm's website (https://montagwealthmanagement.com/): specialties, clients served, and fees, checked October 30, 2026

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