Montello Wealth Management, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 21, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150/hr

“Refunds are not applicable since fees are payable in arrears. 6 Financial Planning Fees Montello Wealth charges an hourly fee of $150 for financial planning services, which is negotiable depending on the scope and complexity of the plan, your situation, and your financial objectives.”

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

How Montello Wealth Management, Inc. bills

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

• “The annual fee for portfolio management services is billed monthly in arrears based on the market value of the assets on the last day of the month.”
• “The fee is based on a percentage of assets under management and is negotiable.”
• “Fees are due upon completion of services rendered.”

How Montello Wealth Management, Inc.’s fees compare

• Its hourly rate of $150 is below the Florida median of $288. 4% of the 372 other Florida planners that publish an hourly rate charge less.
• None of the 8 other planners in Palm Beach Gardens that publish an hourly rate charge less.

About Montello Wealth Management, Inc.

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2026.

Planning areas mentioned in the brochure

• Tax planning

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Minimum

$100,000 in assets (stated in brochure)

Clients

502

Employees

1

Works with

Individuals

Services reported to regulators

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

Assets managed

$108,420,000

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

151058

Phone

(561) 222-3305

Other planners in Palm Beach Gardens that publish fees

• Atticus Wealth ManagementPalm Beach Gardens$500/hr, $7,500⁠-⁠$30,000
• Castle Island WealthPalm Beach Gardens$350/hr
• Center for Asset Management, LLCPalm Beach Gardens$300/hr
• Dakota Wealth, LLCPalm Beach Gardens$5,000⁠-⁠$25,000
• Kuyrkendall CapitalPalm Beach Gardens$500⁠-⁠$10,000
• Lri InvestmentsPalm Beach Gardens$150⁠-⁠$350/hr, $650⁠-⁠$2,500

Compare all 18 planners in Palm Beach Gardens