Firm
MontVue Capital Management
Lynchburg, Virginia
Fee-only
MontVue Capital Management at a glance
- One of 305 fee-only firms based in Virginia in the Wellspent graph.
- 4 advisors are listed here; 1 of 4 hold the CFP.
- Its Form ADV reports 5 employees and 192 individual clients, 86 of them high net worth.
- Its average account is about $719,000 (assets it manages divided by its 497 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Virginia · What fee-only advisors charge in Virginia
Facts
| Based in | Lynchburg, Virginia |
|---|---|
| Website | montvue.com |
| Phone | (434) 455-2795 |
MontVue Capital 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 | 1% a year on the first tier of assets |
|---|---|
| Account minimum | $500,000 |
| How it charges | Percentage of assets · One-time plans or projects |
In the firm's words
"1.00% on the first $1,000,000" source
"We work with clients who have at least $500,000 in investable assets." source
"Our fee for ongoing wealth management is based on the assets we manage for you." source
"we offer standalone planning engagements with an annual minimum fee of $1,000" 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 · Fixed fees |
|---|---|
| Assets managed | $357 million |
| Individual clients | 106 |
| High-net-worth clients | 86 |
| Accounts managed | 497 |
| Employees | 5 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-101504) |
| Financial planning | Offered |
| Form ADV filed | January 28, 2026 |
| SEC record | CRD 116807 |