Monte Financial Group, LLC fees and pricing
Financial planner in Guilford, Connecticut. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 3, 2026, Monte Financial Group, LLC charges $150-$350 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 3, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150-$350/hr
“Hourly fees are at the rate of $150 to $350 per hour (within a minimum charge of 10 minutes and increments of 10 minutes).”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Monte Financial Group, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The Management Fee is paid quarterly in advance based upon the market value of the assets on the last day of the previous quarter.”
- “As mentioned above, Management Fees are payable quarterly in advance.”
- “If assets are deposited into an account after the inception of a quarter that exceed $100,000, the fee payable with respect to such assets will be prorated based on the number of days remaining in the quarter.”
How Monte Financial Group, LLC’s fees compare
- Its hourly rate of $150-$350 spans the Connecticut median of $300. 25% of the 103 other Connecticut planners that publish an hourly rate charge less.
- 1 of the 2 other planners in Guilford that publish an hourly rate charge less.
About Monte Financial Group, LLC
“MFG’s provides private wealth services for individuals, their families, and affiliated parties, including trusts formed by such individuals, their estates, charitable giving accounts, IRA’s, and other retirement plans.”
- Firm size: 12 employees.
- Registered as an adviser: 2009 (17 years).
Planning areas mentioned in the brochure
- Retirement planning
- Cash flow and budgeting
- Charitable giving
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% a year
- Clients
- 434
- Employees
- 12
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $482,388,159
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 150119
- Phone
- (203) 453-6851
Can advise clients in 13 states: California, Connecticut, Florida, Georgia, Massachusetts, Maine, North Carolina, New Hampshire, New Jersey, New York, Texas, Virginia, Vermont
Other planners in Guilford that publish fees
- Compass Wealth Management LLCGuilfordUp to $10,000
- Grey Ledge Advisors, LLCGuilford$300/hr, $300-$1,500
- Mccauley Investments Advisors LLCGuilford$150/hr
- 5TH Street Advisors, LLCSouthport$400/hr, $3,000-$5,000
- Abundant Wealth Management LLCStamford$250-$350/hr, $750-$5,000
- Achieve Retirement & Wealth Management, LLCRidgefield$350/hr, $10,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.