John Montgomery
Montgomery Wealth Advisors · Shreveport, Louisiana
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Physicians
- Founders
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 |
| Assets under management | $16.4M across 76 accounts |
| SEC registration | Investment adviser representative in LA, TX · CRD 6089576 |
| Exams passed | Series 63 (2013) · Series 65 (2013) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | montgo.co |
| Profile |
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Questions about John
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.
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
- Montgomery Wealth Advisors 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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