# Mike Monteith

> Mike Monteith is a fee-only financial advisor at Monteith Wealth, LLC. in Bozeman, Montana, who holds the CFP credential. Mike charges hourly fees, a flat fee or retainer and an ongoing planning fee.

Page: https://find.wellspent.co/advisors/mike-monteith/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Monteith Wealth, LLC.
- **Based in:** Bozeman, Montana
- **Fee model:** Hourly; Flat fee or retainer; Ongoing planning fee
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $73.7M across 248 accounts
- **Credentials:** CFP
- **CRD:** 6814440 (https://adviserinfo.sec.gov/individual/summary/6814440)
- **SEC registration:** Investment adviser representative in AK, MT, OR, WA
- **Exams passed:** Series 65 (2017)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** https://www.monteithwealthstrategies.com

## Frequently asked questions

### Is Mike Monteith a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Mike holds no broker registration, and Monteith Wealth, LLC. reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Mike charge for financial advice?

Mike charges hourly fees, a flat fee or retainer and an ongoing planning fee.

### Where is Mike Monteith based?

Mike Monteith is based in Bozeman, Montana.

### What credentials does Mike Monteith hold?

Mike Monteith holds the CFP credential.

### Is Mike Monteith registered with the SEC?

Yes. Mike Monteith is registered as an investment adviser representative in AK, MT, OR and WA (CRD 6814440), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Monteith Wealth, LLC. manage?

Monteith Wealth, LLC. reports $73.7M across 248 accounts in assets under management.

### How do I contact Mike Monteith?

Through Mike's website, www.monteithwealthstrategies.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6814440): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.monteithwealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.