# Robert Monte

> Robert Monte is a fee-only financial advisor at Monte Financial Group in Guilford, Connecticut. Monte Financial Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Monte Financial Group
- **Based in:** Guilford, Connecticut
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $482.4M across 438 accounts
- **CRD:** 1259890 (https://adviserinfo.sec.gov/individual/summary/1259890)
- **SEC registration:** Investment adviser representative in CT
- **Exams passed:** Series 63 (1984)
- **Firm size:** 12 employees
- **Disclosures:** None reported
- **Website:** http://www.montefinancialgroup.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Monte Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Robert charge for financial advice?

Robert's firm, Monte Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Robert Monte based?

Robert Monte is based in Guilford, Connecticut.

### Is Robert Monte registered with the SEC?

Yes. Robert Monte is registered as an investment adviser representative in CT (CRD 1259890), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Monte Financial Group manage?

Monte Financial Group reports $482.4M across 438 accounts in assets under management.

### How do I contact Robert Monte?

Through Robert's website, www.montefinancialgroup.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1259890): 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.