# John Montgomery

> John Montgomery is a fee-only financial advisor at Montgomery Wealth Advisors in Shreveport, Louisiana. John focuses on retirement planning. Montgomery Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/john-montgomery-6089576/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Montgomery Wealth Advisors
- **Based in:** Shreveport, Louisiana
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $16.4M across 76 accounts
- **Specialties:** Retirement planning
- **Works with:** Retirees, Pre-retirees, Physicians, Founders
- **CRD:** 6089576 (https://adviserinfo.sec.gov/individual/summary/6089576)
- **SEC registration:** Investment adviser representative in LA, TX
- **Exams passed:** Series 63 (2013), Series 65 (2013)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://montgo.co

## Frequently asked questions

### Is John Montgomery a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Montgomery Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does John charge for financial advice?

John's firm, Montgomery Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is John Montgomery based?

John Montgomery is based in Shreveport, Louisiana.

### What does John specialize in?

John's specialties include retirement planning. John works with retirees, pre-retirees, physicians and founders.

### Is John Montgomery registered with the SEC?

Yes. John Montgomery is registered as an investment adviser representative in LA and TX (CRD 6089576), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Montgomery Wealth Advisors manage?

Montgomery Wealth Advisors reports $16.4M across 76 accounts in assets under management.

### How do I contact John Montgomery?

Through John's website, montgo.co.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6089576): 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://montgo.co/): 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.