Laurence Montello
Montello Wealth Management · Palm Beach Gardens, Florida
Laurence Montello is a fee-only financial advisor at Montello Wealth Management in Palm Beach Gardens, Florida, who holds the CFP credential. Montello Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Montello Wealth Management |
|---|---|
| Based in | Palm Beach Gardens, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $108.4M across 502 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL · CRD 3154790 |
| Exams passed | Series 63 (2002) · Series 65 (2001) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Laurence's firm compares
- Montello Wealth Management's average account is about $216,000, from its Form ADV (assets managed divided by 502 accounts).
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Questions about Laurence
Is Laurence Montello a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Laurence holds no broker registration, and Montello Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Laurence charge for financial advice?
Laurence's firm, Montello Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Laurence Montello based?
Laurence Montello is based in Palm Beach Gardens, Florida.
What credentials does Laurence Montello hold?
Laurence Montello holds the CFP credential.
Is Laurence Montello registered with the SEC?
Yes. Laurence Montello is registered as an investment adviser representative in FL (CRD 3154790), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Montello Wealth Management manage?
Montello Wealth Management reports $108.4M across 502 accounts in assets under management.
How do I contact Laurence Montello?
Contact details aren't on file yet. Search for Montello Wealth Management.
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.
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