Montage Financial Advisors at a glance
- One of 107 fee-only firms based in Utah in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 3 employees and 36 individual clients, 29 of them high net worth.
- Its average account is about $878,000 (assets it manages divided by its 114 accounts).
Fee-only advisors in Utah · What fee-only advisors charge in Utah
Facts
| Based in | Lehi, Utah |
|---|---|
| Website | montageadvisors.com |
| [email protected] | |
| Phone | (408) 778-8571 |
Questions about Montage Financial Advisors
How is Montage Financial Advisors paid?
Montage Financial Advisors's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Montage Financial Advisors have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Montage Financial Advisors.
What is the average account at Montage Financial Advisors?
Montage Financial Advisors's average account is about $878,000. That's the assets on its Form ADV divided by its 114 accounts.
Montage Financial Advisors fees
Montage Financial Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. 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 | $100 million |
| Individual clients | 7 |
| High-net-worth clients | 29 |
| Accounts managed | 114 |
| Employees | 3 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | January 20, 2026 |
| SEC record | CRD 308954 |