Firm
Monterey Bay Asset Management
Monterey, California
Fee-only
Monterey Bay Asset Management at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 28 individual clients.
- Its average account is about $717,000 (assets it manages divided by its 32 accounts).
- Its website says it's taking new clients.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Monterey, California |
|---|---|
| Website | montereybayasset.com |
| Phone | (831) 277-0364 |
Monterey Bay Asset Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 2% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"These fees are negotiable and may be lowered at the discretion of Monterey Bay Asset Management." source
"Fees are paid on a quarterly basis, in advance." source
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 |
|---|---|
| Assets managed | $23 million |
| Individual clients | 28 |
| Accounts managed | 32 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | February 24, 2026 |
| SEC record | CRD 142460 |