Monte Byrd
M.C. Byrd Wealth Management · Bellville, Texas
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.
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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 | $294.2M across 967 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in LA, TX · CRD 1662905 |
| Exams passed | Series 63 (1988) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | the401kshop.com |
How Monte's firm compares
- M.C. Byrd Wealth Management's average account is about $304,000, from its Form ADV (assets managed divided by 967 accounts).
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Questions about Monte
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Texas
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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