Monte Malhotra
Money Intelligence · Santa Clara, California
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.
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Facts
| Firm | Money Intelligence |
|---|---|
| Based in | Santa Clara, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $170.6M across 274 accounts |
| SEC registration | Investment adviser representative in CA, IL · CRD 5809783 |
| Exams passed | Series 63 (2010) · Series 65 (2012) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.moneyintel.com |
| Profile |
How Monte's firm compares
- Money Intelligence's average account is about $623,000, from its Form ADV (assets managed divided by 274 accounts).
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Questions about Monte
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.
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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