Fee-only adviser · Palm Beach Gardens, FL
Montello Wealth Management, Inc.
Montello Wealth Management, Inc. is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Palm Beach Gardens, Florida. On its latest Form ADV, filed October 20, 2026, it reports $108M in regulatory assets under management, 502 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 151058 · SEC file 801-136515 |
| Office | 2401 Pga Blvd Ste 280-Q Palm Beach Gardens, FL 33410 |
| Phone | (561) 222-3305 |
| Website | Not listed |
| Regulatory assets under management | $108M |
| Individual clients | 502 non-high-net-worth, 0 high-net-worth |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets, Hourly |
| Services | Financial planning, Portfolio management, Pension consulting |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | October 20, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Palm Beach Gardens
- Dakota Wealth, LLC $6.9B
- Lri Investments $2.8B
- Atticus Wealth Management $565M
- Digital Asset Investment Management $80M
- Nexwealth LLC $172M
- Castle Island Wealth $117M
See all 20 fee-only advisers in Palm Beach Gardens →
Nearby
- North Palm Beach 4 firms
- Juno Beach 2 firms
- Riviera Beach 1 firm
- Jupiter 11 firms
- West Palm Beach 21 firms
- Palm Beach 9 firms
- Royal Palm Beach 1 firm
- Lake Worth Beach 1 firm
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