# William Leete

> William Leete is a fee-only financial advisor at Monte Financial Group in Guilford, Connecticut, who holds the CFP credential. Monte Financial Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/william-leete/
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
- **Credentials:** CFP
- **CRD:** 2400776 (https://adviserinfo.sec.gov/individual/summary/2400776)
- **SEC registration:** Investment adviser representative in CT
- **Exams passed:** Series 63 (1993), Series 66 (2001)
- **Firm size:** 12 employees
- **Disclosures:** None reported
- **Website:** http://www.montefinancialgroup.com

## Frequently asked questions

### Is William Leete a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: William 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 William charge for financial advice?

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

### Where is William Leete based?

William Leete is based in Guilford, Connecticut.

### What credentials does William Leete hold?

William Leete holds the CFP credential.

### Is William Leete registered with the SEC?

Yes. William Leete is registered as an investment adviser representative in CT (CRD 2400776), 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 William Leete?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2400776): 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.