# Monte Byrd

> Monte Byrd is a fee-only financial advisor at M.C. Byrd Wealth Management in Bellville, Texas, who holds the ChFC credential. M.C. Byrd Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/monte-byrd/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** M.C. Byrd Wealth Management
- **Based in:** Bellville, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $294.2M across 967 accounts
- **Credentials:** ChFC
- **CRD:** 1662905 (https://adviserinfo.sec.gov/individual/summary/1662905)
- **SEC registration:** Investment adviser representative in LA, TX
- **Exams passed:** Series 63 (1988)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://the401kshop.com

## Frequently asked questions

### Is Monte Byrd a fee-only financial advisor?

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

### How does Monte charge for financial advice?

Monte's firm, M.C. Byrd Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Monte Byrd based?

Monte Byrd is based in Bellville, Texas.

### What credentials does Monte Byrd hold?

Monte Byrd holds the ChFC credential.

### Is Monte Byrd registered with the SEC?

Yes. Monte Byrd is registered as an investment adviser representative in LA and TX (CRD 1662905), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does M.C. Byrd Wealth Management manage?

M.C. Byrd Wealth Management reports $294.2M across 967 accounts in assets under management.

### How do I contact Monte Byrd?

Through Monte's website, the401kshop.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1662905): 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

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