Montebello Avenue fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 12, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$400/hr

“Financial Planning is offered at an hourly rate at $400 per hour and may be negotiable.”

Monthly fee

$200⁠-⁠$1,000/mo

“Monthly fees will be billed at a rate of $200-$1000 per month.”

Quarterly fee

$600⁠-⁠$3,000/qtr

“Quarterly fees will be billed at a rate of $600-$3000 per quarter.”

Annual fee

$2,000⁠-⁠$20,000/yr

“Fees range from $2,000 - $20,000 per year depending upon the 8 program selected, investment strategies involved, portfolio holdings, asset size of the account, and the services provided to account holders.”

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

How Montebello Avenue bills

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

• “Fees are payable in arrears at the beginning of each quarter based on the average daily balance of the account throughout the previous quarter.”
• “Advisory fees are directly debited from client accounts or invoiced electronically to clients.”
• “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”

How Montebello Avenue’s fees compare

• Its hourly rate of $400 is above the Arizona median of $275. 79% of the 195 other Arizona planners that publish an hourly rate charge less.
• 34 of the 42 other planners in Phoenix that publish an hourly rate charge less.
• Its annual fee of $2,000-$20,000 spans the Arizona median of $10,000. 56% of the 43 other Arizona planners that publish an annual fee charge less.
• 7 of the 10 other planners in Phoenix that publish an annual fee charge less.

About Montebello Avenue

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2017 (9 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

3% a year

Clients

40

Employees

1

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$59,962,863

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

287726

Website

montave.com (opens in new tab)

Phone

(602) 960-8576

Can advise clients in 2 states: Arizona, California

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• Arcwood Financial, LLCPhoenix$1,000
• B&e Financial ServicesPhoenix$500/hr, $2,000⁠-⁠$20,000/yr
• Bledsoe Asset Management, LLCPhoenix$250/hr

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