Montage Financial Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 20, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“Financial Planning engagements are offered at an hourly rate of $350.”

Flat or project fee

$4,000⁠-⁠$6,000

“The fixed fee can range between $4,000.00 and $6,000.00.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Montage Financial Advisors bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees for this service consist of an annual advisory fee that is paid quarterly, in advance, at a rate based on the market value of the assets under management and is calculated according to the table below.”
• “The fee is negotiable and due at the beginning of the process.”
• “The fee may be negotiable in certain cases and is due at the completion of the engagement.”

How Montage Financial Advisors’ fees compare

• Its hourly rate of $350 is above the Utah median of $200. 90% of the 78 other Utah planners that publish an hourly rate charge less.
• 7 of the 9 other planners in Lehi that publish an hourly rate charge less.
• Its flat or project fee of $4,000-$6,000 is above the Utah median of $2,050. 71% of the 63 other Utah planners that publish a flat or project fee charge less.
• 7 of the 9 other planners in Lehi that publish a flat or project fee charge less.

About Montage Financial Advisors

• Principal: David Faulk
• Firm size: 3 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2020 (6 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

36

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$100,129,786

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

308954

Website

montageadvisors.com (opens in new tab)

Phone

(408) 778-8571

Can advise clients in 2 states: California, Utah

Other planners in Lehi that publish fees

• Artstone Private WealthLehi$200/hr
• Brighter Retirement Advisors LLCLehi$50⁠-⁠$500
• Decker Retirement Planning Inc.Lehi$250/hr
• Drive Wealth AdvisersLehi$300/hr, $5,000⁠-⁠$50,000
• Fletcher Capital ManagementLehi$75/hr, $500⁠-⁠$3,500
• Gajardo Wealth Management LLCLehi$200⁠-⁠$2,000

Compare all 17 planners in Lehi