Monte Resnick
Resnick Wealth Alliance · Palm Beach Gardens, Florida
Monte Resnick is a fee-only financial advisor at Resnick Wealth Alliance in Palm Beach Gardens, Florida. Monte focuses on estate & legacy planning and small business owners. Resnick Wealth Alliance reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Executives
- Mid-life transitions
- Divorced individuals
Facts
| Firm | Resnick Wealth Alliance |
|---|---|
| Based in | Palm Beach Gardens, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $121.1M across 110 accounts |
| SEC registration | Investment adviser representative in FL · CRD 4403299 |
| Exams passed | Series 66 (2001) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.resnickwealth.com |
| Profile |
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Questions about Monte
Is Monte Resnick a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Monte holds no broker registration, and Resnick Wealth Alliance 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, Resnick Wealth Alliance, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Monte Resnick based?
Monte Resnick is based in Palm Beach Gardens, Florida.
What does Monte specialize in?
Monte's specialties include estate & legacy planning and small business owners. Monte works with founders, executives, mid-life transitions and divorced individuals.
Is Monte Resnick registered with the SEC?
Yes. Monte Resnick is registered as an investment adviser representative in FL (CRD 4403299), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Resnick Wealth Alliance manage?
Resnick Wealth Alliance reports $121.1M across 110 accounts in assets under management.
How do I contact Monte Resnick?
Through Monte's website, www.resnickwealth.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
- Resnick Wealth Alliance website : specialties, clients served, and fees, checked October 30, 2026
- 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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