Kenneth Shaw
MONTAG Wealth Management · Atlanta, Georgia
Kenneth Shaw is a fee-only financial advisor at MONTAG Wealth Management in Atlanta, Georgia, who holds the CFA credential. Kenneth 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 | CFA |
| SEC registration | Investment adviser representative in GA · CRD 2376652 |
| Exams passed | Series 63 (1993) |
| Firm size | 30 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.montagwealth.com |
How Kenneth'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 Kenneth
Is Kenneth Shaw a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kenneth 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 Kenneth charge for financial advice?
Kenneth charges a percentage of assets.
Does Kenneth work with clients virtually?
Yes. MONTAG Wealth Management says on its website that it works with clients remotely.
Where is Kenneth Shaw based?
Kenneth Shaw is based in Atlanta, Georgia.
What credentials does Kenneth Shaw hold?
Kenneth Shaw holds the CFA credential.
Is Kenneth Shaw registered with the SEC?
Yes. Kenneth Shaw is registered as an investment adviser representative in GA (CRD 2376652), 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 MONTAG Wealth Management manage?
MONTAG Wealth Management reports $2.97B across 1,308 accounts in assets under management.
How do I contact Kenneth Shaw?
Through Kenneth'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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