Phillip Monthie
Monthie Wealth Advisors · Latham, New York
Phillip Monthie is a fee-only financial advisor at Monthie Wealth Advisors in Latham, New York. Monthie Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Monthie Wealth Advisors |
|---|---|
| Based in | Latham, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $71.1M across 285 accounts |
| SEC registration | Investment adviser representative in NY · CRD 6361297 |
| Exams passed | Series 65 (2023) · Series 66 (2015) |
| Firm size | 2 employees |
| Disclosures | None reported |
How Phillip's firm compares
- Monthie Wealth Advisors's average account is about $249,000, from its Form ADV (assets managed divided by 285 accounts).
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Questions about Phillip
Is Phillip Monthie a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Phillip holds no broker registration, and Monthie Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Phillip charge for financial advice?
Phillip's firm, Monthie Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Phillip Monthie based?
Phillip Monthie is based in Latham, New York.
Is Phillip Monthie registered with the SEC?
Yes. Phillip Monthie is registered as an investment adviser representative in NY (CRD 6361297), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Monthie Wealth Advisors manage?
Monthie Wealth Advisors reports $71.1M across 285 accounts in assets under management.
How do I contact Phillip Monthie?
Contact details aren't on file yet. Search for Monthie Wealth Advisors.
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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