The Montgomery Financial Group, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2025. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“Financial Planning and Investment Consultations Hourly fees for financial planning and investment consulting services are typically $200 per hour, billed in 15-minute increments; with a partial increment treated as a whole increment.”

Flat or project fee

$650⁠-⁠$2,500

“Estimated fees for a written financial plan range from $650 to $2,500.”

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

How The Montgomery Financial Group, Inc. bills

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

• “In all instances, the client bears responsibility for verifying the accuracy of fee calculations in their invoice/statement.”
• “The firm's investment management services fees are negotiable at the discretion of the firm’s principal.”
• “Clients are directly billed, with fees due either upon receipt or at the conclusion of the consultation.”

How The Montgomery Financial Group, Inc.’s fees compare

• Its hourly rate of $200 is below the Massachusetts median of $300. 13% of the 183 other Massachusetts planners that publish an hourly rate charge less.
• Its flat or project fee of $650-$2,500 is below the Massachusetts median of $4,750. 13% of the 158 other Massachusetts planners that publish a flat or project fee charge less.

About The Montgomery Financial Group, Inc.

• Firm size: 4 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2006 (20 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Insurance analysis
• Cash flow and budgeting

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

Clients

247

Employees

4

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and other services

Assets managed

$48,288,985

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

140782

Website

themontgomeryfinancialgroup.com (opens in new tab)

Phone

(508) 240-1151

Other planners in Massachusetts that publish fees

• 1620 Investment Advisors, Inc.Plymouth$75⁠-⁠$175/hr
• Aaf Wealth Management, LLCWestborough$350/hr, $750⁠-⁠$10,000
• Abraham, Robert Ralph JRSalem$400⁠-⁠$3,000
• Access Financial Planning, LLCNewburyport$6,000⁠-⁠$10,000/yr
• Access Investment ManagementMelrose$250/hr, $1,000⁠-⁠$4,000
• Act 2 PlanningWinchester$100⁠-⁠$500

Compare all 463 planners in Massachusetts