James Montgomery
Atwood & Palmer · Kansas City, Missouri
James Montgomery is a fee-only financial advisor at Atwood & Palmer in Kansas City, Missouri. James charges a percentage of assets and a flat fee or retainer (1% a year on the first tier of assets managed) and focuses on family wealth transfer.
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Specialties
Who they serve
- Ultra high net worth
- Multi-generational families
Facts
| Firm | Atwood & Palmer |
|---|---|
| Based in | Kansas City, Missouri |
| Fee model | Percentage of assets · Flat fee or retainer |
| Fees (firm's website) | 1% a year on the first tier of assets managed |
| Assets under management | $2.04B across 1,362 accounts |
| SEC registration | Investment adviser representative in MO · CRD 5485951 |
| Exams passed | Series 63 (2017) · Series 65 (2017) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.atwoodpalmer.com |
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Questions about James
Is James Montgomery a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Atwood & Palmer reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does James charge for financial advice?
James charges a percentage of assets and a flat fee or retainer.
How much does James charge?
According to Atwood & Palmer's website, checked October 30, 2026: 1% a year on the first tier of assets managed.
Where is James Montgomery based?
James Montgomery is based in Kansas City, Missouri.
What does James specialize in?
James's specialties include family wealth transfer. James works with ultra high net worth and multi-generational families.
Is James Montgomery registered with the SEC?
Yes. James Montgomery is registered as an investment adviser representative in MO (CRD 5485951), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Atwood & Palmer manage?
Atwood & Palmer reports $2.04B across 1,362 accounts in assets under management.
How do I contact James Montgomery?
Through James's website, www.atwoodpalmer.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
- Atwood & Palmer 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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