Firm
The Montgomery Financial Group
Orleans, Massachusetts
Fee-only
The Montgomery Financial Group at a glance
- One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 4 employees and 247 individual clients, 8 of them high net worth.
- Its average account is about $196,000 (assets it manages divided by its 247 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Orleans, Massachusetts |
|---|---|
| Website | themontgomeryfinancialgroup.com |
| Phone | (508) 240-1151 |
The Montgomery Financial Group 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.
| Account minimum | None |
|---|---|
| How it charges | Hourly |
In the firm's words
"We have no income or net worth minimums." source
"to clients from all walks of life on an hourly, as-needed basis" 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 |
|---|---|
| Assets managed | $48 million |
| Individual clients | 239 |
| High-net-worth clients | 8 |
| Accounts managed | 247 |
| Employees | 4 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2025 |
| SEC record | CRD 140782 |