William Leete
Monte Financial Group · Guilford, Connecticut
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.
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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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CT · CRD 2400776 |
| Exams passed | Series 63 (1993) · Series 66 (2001) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.montefinancialgroup.com |
How William's firm compares
- Monte Financial Group's average account is about $1.1 million, from its Form ADV (assets managed divided by 438 accounts).
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Questions about William
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.
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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