Jack Monteith
Monteith Wealth, LLC. · Bozeman, Montana
Jack Monteith is a fee-only financial advisor at Monteith Wealth, LLC. in Bozeman, Montana, who holds the CFP credential. Jack charges hourly fees, a flat fee or retainer and an ongoing planning fee.
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Facts
| Firm | Monteith Wealth, LLC. |
|---|---|
| Based in | Bozeman, Montana |
| Fee model | Hourly · Flat fee or retainer · Ongoing planning fee |
| Accepting new clients | Yes |
| Assets under management | $73.7M across 248 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AK, MT, OR, WA · CRD 2279282 |
| Exams passed | Series 63 (1992) · Series 65 (1998) |
| Firm size | 6 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.monteithwealthstrategies.com |
| Profile |
How Jack's firm compares
- Monteith Wealth, LLC.'s average account is about $297,000, from its Form ADV (assets managed divided by 248 accounts).
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Questions about Jack
Is Jack Monteith a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jack holds no broker registration, and Monteith Wealth, LLC. reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jack charge for financial advice?
Jack charges hourly fees, a flat fee or retainer and an ongoing planning fee.
Where is Jack Monteith based?
Jack Monteith is based in Bozeman, Montana.
What credentials does Jack Monteith hold?
Jack Monteith holds the CFP credential.
Is Jack Monteith registered with the SEC?
Yes. Jack Monteith is registered as an investment adviser representative in AK, MT, OR and WA (CRD 2279282), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Monteith Wealth, LLC. manage?
Monteith Wealth, LLC. reports $73.7M across 248 accounts in assets under management.
How do I contact Jack Monteith?
Through Jack's website, www.monteithwealthstrategies.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
- Monteith Wealth, LLC. 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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