Stephen Batzell
Montis Financial · Waltham, Massachusetts
Stephen Batzell is a fee-only financial advisor at Montis Financial in Waltham, Massachusetts, who holds the CFA credential. Montis Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Montis Financial |
|---|---|
| Based in | Waltham, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.26B across 1,976 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MA · CRD 2339587 |
| Exams passed | Series 63 (1993) |
| Firm size | 26 employees |
| Disclosures | None reported |
| Website | montisfinancial.com |
How Stephen's firm compares
- Montis Financial's average account is about $637,000, from its Form ADV (assets managed divided by 1,976 accounts).
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Questions about Stephen
Is Stephen Batzell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephen holds no broker registration, and Montis Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Stephen charge for financial advice?
Stephen's firm, Montis Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Stephen Batzell based?
Stephen Batzell is based in Waltham, Massachusetts.
What credentials does Stephen Batzell hold?
Stephen Batzell holds the CFA credential.
Is Stephen Batzell registered with the SEC?
Yes. Stephen Batzell is registered as an investment adviser representative in MA (CRD 2339587), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Montis Financial manage?
Montis Financial reports $1.26B across 1,976 accounts in assets under management.
How do I contact Stephen Batzell?
Through Stephen's website, montisfinancial.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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