Firm
Montoya Wealth Management
Prescott, Arizona
Fee-only
Facts
| Based in | Prescott, Arizona |
|---|---|
| Website | montoyawealth.com |
| Phone | (928) 778-2370 |
Montoya Wealth 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.
| One-time plan | From $3,000 |
|---|---|
| Hourly | $300 an hour |
| Asset-based fee | 1% a year on the first tier of assets |
| Account minimum | $1,000,000 |
| How it charges | Percentage of assets · Hourly · One-time plans or projects |
In the firm's words
"it will typically be in the $3,000 range, though it may be as much as $6,000" source
"project fee that we base on our hourly rate of $300" source
"1% On the first $1,000,000" source
"at this time, our asset minimum is $1,000,000" 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $72 million |
| Individual clients | 53 |
| Financial planning | Offered |
| Form ADV filed | February 17, 2026 |
| SEC record | CRD 285039 |