Thomas Keenan
MONTAG Wealth Management · Atlanta, Georgia
Thomas Keenan is a fee-only financial advisor at MONTAG Wealth Management in Atlanta, Georgia, who holds the CFP credential. Thomas charges a percentage of assets.
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Facts
| Firm | MONTAG Wealth Management |
|---|---|
| Based in | Atlanta, Georgia |
| Fee model | Percentage of assets |
| Works virtually | Yes |
| Assets under management | $2.97B across 1,308 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in GA · CRD 6257540 |
| Exams passed | Series 63 (2017) · Series 66 (2015) |
| Firm size | 30 employees |
| Disclosures | None reported |
| Website | www.montagwealth.com |
How Thomas's firm compares
- MONTAG Wealth Management's average account is about $2.3 million, from its Form ADV (assets managed divided by 1,308 accounts).
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Questions about Thomas
Is Thomas Keenan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and MONTAG Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Thomas charge for financial advice?
Thomas charges a percentage of assets.
Does Thomas work with clients virtually?
Yes. MONTAG Wealth Management says on its website that it works with clients remotely.
Where is Thomas Keenan based?
Thomas Keenan is based in Atlanta, Georgia.
What credentials does Thomas Keenan hold?
Thomas Keenan holds the CFP credential.
Is Thomas Keenan registered with the SEC?
Yes. Thomas Keenan is registered as an investment adviser representative in GA (CRD 6257540), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does MONTAG Wealth Management manage?
MONTAG Wealth Management reports $2.97B across 1,308 accounts in assets under management.
How do I contact Thomas Keenan?
Through Thomas's website, www.montagwealth.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
- MONTAG Wealth Management 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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