PlannerFees

Montoya Wealth Management fees and pricing

Financial planner in Prescott, Arizona. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 17, 2026, Montoya Wealth Management charges $300 an hour, a flat or project fee of $3,000⁠-⁠$6,000, and a monthly fee of $300⁠-⁠$450 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 17, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$300/hr
“The advisor’s hourly fee will be billed at a rate of $300 per hour and will be negotiated and agreed upon by the parties in advance.”
Flat or project fee
$3,000⁠-⁠$6,000
“A standard financial plan is priced at a fixed fee of $3,000 to $6,000 for approximately 10-20 hours of work.”
Monthly fee
$300⁠-⁠$450/mo
“The fee structure is between $300/month and $450/month depending on complexity with no long-term commitment.”

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

How Montoya Wealth Management bills

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

  • “Your advisory fees may be paid by check or draft from US-based financial institutions.”
  • “Advisory fees for partial quarters will be prorated based on the remaining days in the reporting period in which our firm services the account.”
  • “The invoice will include the total fee assessed, covered time period, calculation formula utilized, and reference to the assets under management in which the fee had been based.”

How Montoya Wealth Management’s fees compare

  • Its hourly rate of $300 is above the Arizona median of $275. 52% of the 195 other Arizona planners that publish an hourly rate charge less.
  • 5 of the 5 other planners in Prescott that publish an hourly rate charge less.
  • Its flat or project fee of $3,000-$6,000 spans the Arizona median of $3,100. 58% of the 164 other Arizona planners that publish a flat or project fee charge less.
  • 2 of the 4 other planners in Prescott that publish a flat or project fee charge less.

About Montoya Wealth Management

“Montoya Wealth distinguishes itself from traditional investment advisory firms by providing services to meet the clients’ retirement, investment needs, tax planning, tax preparation, and estate planning needs. We provide educational seminars involving a broad range of financial planning and investing topics.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 2 employees.
  • Credentials named in the brochure: CFP®.
  • Registered as an adviser: 2016 (10 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • Equity compensation
  • 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% a year
Clients
86
Employees
2
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$71,730,000
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
285039
Website
montoyawealth.com (opens in new tab)
Phone
(928) 778-2370

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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.