Mary Montanari
Montanari Financial Advisors · Norwell, Massachusetts
Mary Montanari is a fee-only financial advisor at Montanari Financial Advisors in Norwell, Massachusetts, who holds the CFP credential. Montanari Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Montanari Financial Advisors |
|---|---|
| Based in | Norwell, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $35.5M across 114 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA · CRD 4876073 |
| Firm size | 1 employee |
| Disclosures | None reported |
How Mary's firm compares
- Montanari Financial Advisors's average account is about $312,000, from its Form ADV (assets managed divided by 114 accounts).
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Questions about Mary
Is Mary Montanari a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mary holds no broker registration, and Montanari Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mary charge for financial advice?
Mary's firm, Montanari Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Mary Montanari based?
Mary Montanari is based in Norwell, Massachusetts.
What credentials does Mary Montanari hold?
Mary Montanari holds the CFP credential.
Is Mary Montanari registered with the SEC?
Yes. Mary Montanari is registered as an investment adviser representative in MA (CRD 4876073), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Montanari Financial Advisors manage?
Montanari Financial Advisors reports $35.5M across 114 accounts in assets under management.
How do I contact Mary Montanari?
Contact details aren't on file yet. Search for Montanari Financial Advisors.
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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