The Blackmont Group fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Our hourly rate is $300.”

Flat or project fee

$3,750

“Ongoing Financial Planning TBG collects an initial fee no greater than $3,750.”

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

How The Blackmont Group bills

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

• “The fee is based on a percentage of assets under management and is negotiable.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “Fees are paid quarterly in advance, ranging from $1,875 to $3,750.”

How The Blackmont Group’s fees compare

• Its hourly rate of $300 matches the California median of $300. 41% of the 932 other California planners that publish an hourly rate charge less.
• 1 of the 3 other planners in Fullerton that publish an hourly rate charge less.
• Its flat or project fee of $3,750 is below the California median of $5,000. 42% of the 796 other California planners that publish a flat or project fee charge less.

About The Blackmont Group

• Principal: Anthony Montenegro
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Business owners
• 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

2% a year

Clients

29

Employees

1

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$8,921,114

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

332776

Website

theblackmont.org (opens in new tab)

Phone

(714) 987-2453

Other planners in Fullerton that publish fees

• Eclectic Associates, Inc.Fullerton$350/hr, $350⁠-⁠$7,000
• Husami & AssociatesFullerton$520/hr
• Maaxiom Capital LLCFullerton$200/hr
• 10/28 Wealth Management LLCOceanside$300/hr, $500⁠-⁠$10,000
• 360DividendsGranite Bay$300/hr, $2,500⁠-⁠$10,000
• 3D Holistic WealthIrvine$300/hr, $1,500⁠-⁠$10,000

Compare all 4 planners in Fullerton