Montgomery Wealth Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100⁠-⁠$400/hr

“These fees are negotiable, but generally range from $1,500 to $10,000 on a fixed fee basis and/or $100-$400 on an hourly rate basis, depending on the nature and complexity of the client’s circumstances and the level and scope of the services requested.”

Flat or project fee

$1,500⁠-⁠$10,000

From the same sentence as above.

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

How Montgomery Wealth Advisors bills

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

• “New accounts are charged a prorated fee for the remainder of the quarter in which the account is incepted or will not be billed until the next quarter.”
• “The balance will be due upon completion of the plan or consulting service.”

How Montgomery Wealth Advisors’ fees compare

• Its hourly rate of $100-$400 spans the Louisiana median of $250. 40% of the 45 other Louisiana planners that publish an hourly rate charge less.
• None of the 2 other planners in Shreveport that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$10,000 spans the Louisiana median of $3,250. 75% of the 40 other Louisiana planners that publish a flat or project fee charge less.
• 2 of the 3 other planners in Shreveport that publish a flat or project fee charge less.

About Montgomery Wealth Advisors

• Principal: John Montgomery
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2015 (11 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Business owners
• Insurance analysis
• Cash flow and budgeting

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

24

Employees

1

Works with

Individuals

Services reported to regulators

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

Assets managed

$16,399,473

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

269932

Website

montgo.co (opens in new tab)

Phone

(318) 299-5932

Other planners in Shreveport that publish fees

• Adkins Seale Capital Management LLCShreveport$250⁠-⁠$500/hr, $1,500⁠-⁠$5,500
• Castellano & AssociatesShreveport$300/hr, $7,500
• Wingo Asset Management, LLCShreveport$1,200⁠-⁠$2,500
• A.b. Ridgeway Wealth Management LLCLafayette$1,000⁠-⁠$2,500, $97⁠-⁠$833/mo
• Advocacy Financial LLCCovington$250/hr, $1,000⁠-⁠$10,000
• Argent Advisors, Inc.Ruston$150/hr, $1,000⁠-⁠$5,000

Compare all 8 planners in Shreveport