Firm
Monte Financial Group
Guilford, Connecticut
Fee-only
Monte Financial Group at a glance
- One of 144 fee-only firms based in Connecticut in the Wellspent graph.
- 6 advisors are listed here; 1 of 6 hold the CFP.
- Its Form ADV reports 12 employees and 434 individual clients, 125 of them high net worth.
- Its average account is about $1.1 million (assets it manages divided by its 438 accounts).
Fee-only advisors in Connecticut · What fee-only advisors charge in Connecticut
Facts
| Based in | Guilford, Connecticut |
|---|---|
| Website | montefinancialgroup.com |
| Phone | (203) 453-6851 |
Monte Financial Group fees
Monte Financial Group 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 | $482 million |
| Individual clients | 309 |
| High-net-worth clients | 125 |
| Accounts managed | 438 |
| Employees | 12 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-70207) |
| Financial planning | Offered |
| Form ADV filed | March 3, 2026 |
| SEC record | CRD 150119 |