Robert Monte
Monte Financial Group · Guilford, Connecticut
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.
Request an introduction to Robert →
Facts
| Firm | Monte Financial Group |
|---|---|
| Based in | Guilford, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $482.4M across 438 accounts |
| SEC registration | Investment adviser representative in CT · CRD 1259890 |
| Exams passed | Series 63 (1984) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.montefinancialgroup.com |
How Robert's firm compares
- Monte Financial Group's average account is about $1.1 million, from its Form ADV (assets managed divided by 438 accounts).
Request an introduction to Robert
Tell Robert a little about what you're looking for. Robert isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Robert
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.
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.
See something wrong? Request a correction. Read our methodology.