John Montgomery
Financial Freedom Advisors · Mt. Pleasant, South Carolina
John Montgomery is a fee-only financial advisor at Financial Freedom Advisors in Mt. Pleasant, South Carolina, who holds the CFP credential. Financial Freedom Advisors reports charging a percentage of assets on its Form ADV.
Request an introduction to John →
Facts
| Firm | Financial Freedom Advisors |
|---|---|
| Based in | Mt. Pleasant, South Carolina |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $17M across 110 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY, SC · CRD 1033543 |
| Exams passed | Series 63 (1982) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.ffadvisorservices.com |
How John's firm compares
- Financial Freedom Advisors's average account is about $155,000, from its Form ADV (assets managed divided by 110 accounts).
Request an introduction to John
Tell John a little about what you're looking for. John isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
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 Financial Freedom 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, Financial Freedom Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is John Montgomery based?
John Montgomery is based in Mt. Pleasant, South Carolina.
What credentials does John Montgomery hold?
John Montgomery holds the CFP credential.
Is John Montgomery registered with the SEC?
Yes. John Montgomery is registered as an investment adviser representative in NY and SC (CRD 1033543), 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 Financial Freedom Advisors manage?
Financial Freedom Advisors reports $17M across 110 accounts in assets under management.
How do I contact John Montgomery?
Through John's website, www.ffadvisorservices.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
- 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.
See something wrong? Request a correction. Read our methodology.