# Monte Malhotra

> Monte Malhotra is a fee-only financial advisor at Money Intelligence in Santa Clara, California. Money Intelligence reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Money Intelligence
- **Based in:** Santa Clara, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $170.6M across 274 accounts
- **CRD:** 5809783 (https://adviserinfo.sec.gov/individual/summary/5809783)
- **SEC registration:** Investment adviser representative in CA, IL
- **Exams passed:** Series 63 (2010), Series 65 (2012)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.moneyintel.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Monte holds no broker registration, and Money Intelligence 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, Money Intelligence, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Monte Malhotra based?

Monte Malhotra is based in Santa Clara, California.

### Is Monte Malhotra registered with the SEC?

Yes. Monte Malhotra is registered as an investment adviser representative in CA and IL (CRD 5809783), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Money Intelligence manage?

Money Intelligence reports $170.6M across 274 accounts in assets under management.

### How do I contact Monte Malhotra?

Through Monte's website, www.moneyintel.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5809783): 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.