Kayla Whitaker
MONTAG Wealth Management · Atlanta, Georgia
Kayla Whitaker is a fee-only financial advisor at MONTAG Wealth Management in Atlanta, Georgia, who holds the CFP credential. Kayla charges a percentage of assets.
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Facts
| Firm | MONTAG Wealth Management |
|---|---|
| Based in | Atlanta, Georgia |
| Fee model | Percentage of assets |
| Works virtually | Yes |
| Assets under management | $2.97B across 1,308 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in GA · CRD 6832654 |
| Firm size | 30 employees |
| Disclosures | None reported |
| Website | www.montagwealth.com |
How Kayla's firm compares
- MONTAG Wealth Management's average account is about $2.3 million, from its Form ADV (assets managed divided by 1,308 accounts).
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Questions about Kayla
Is Kayla Whitaker a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kayla holds no broker registration, and MONTAG Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kayla charge for financial advice?
Kayla charges a percentage of assets.
Does Kayla work with clients virtually?
Yes. MONTAG Wealth Management says on its website that it works with clients remotely.
Where is Kayla Whitaker based?
Kayla Whitaker is based in Atlanta, Georgia.
What credentials does Kayla Whitaker hold?
Kayla Whitaker holds the CFP credential.
Is Kayla Whitaker registered with the SEC?
Yes. Kayla Whitaker is registered as an investment adviser representative in GA (CRD 6832654), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does MONTAG Wealth Management manage?
MONTAG Wealth Management reports $2.97B across 1,308 accounts in assets under management.
How do I contact Kayla Whitaker?
Through Kayla's website, www.montagwealth.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
- MONTAG Wealth Management 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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