Firm
MONTAG Wealth Management
Atlanta, Georgia
Fee-only
MONTAG Wealth Management at a glance
- One of 307 fee-only firms based in Georgia in the Wellspent graph.
- 11 advisors are listed here; 6 of 11 hold the CFA.
- Its Form ADV reports 30 employees and 477 individual clients, 377 of them high net worth.
- Its average account is about $2.3 million (assets it manages divided by its 1,308 accounts).
- It works with clients virtually as well as in person.
Fee-only advisors in Georgia · What fee-only advisors charge in Georgia
Facts
| Based in | Atlanta, Georgia |
|---|---|
| Website | montagwealth.com |
| Phone | (404) 522-5774 |
MONTAG Wealth Management fees
MONTAG Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $3.0 billion |
| Individual clients | 100 |
| High-net-worth clients | 377 |
| Accounts managed | 1,308 |
| Employees | 30 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-17671) |
| Financial planning | Offered |
| Form ADV filed | March 16, 2026 |
| SEC record | CRD 105756 |