A complete list of active advisors currently associated with Monterey Wealth

Warmer can help you find a great advisor at Monterey Wealth or one who fits your needs even better.

Monterey Wealth provides investment advisory and financial planning services to individuals (including high‑net‑worth clients), as well as corporations and pension and profit‑sharing plans. The firm’s brochure describes asset management (both discretionary and non‑discretionary), financial planning, company‑sponsored retirement plan consulting, and management of “held‑away” retirement assets through a third‑party platform. The brochure states Monterey Wealth tailors advice to client objectives, time horizon and risk tolerance and employs a range of methods including asset allocation, dollar‑cost averaging, technical analysis, and both short‑ and long‑term purchase strategies. It reports a larger dollar amount in non‑discretionary AUM (about $162.5M) than discretionary AUM (about $137.6M), and uses Schwab Institutional for custody while using Pontera to review and rebalance held‑away accounts. Distinctive details disclosed in the brochure include that some representatives are licensed insurance agents who may offer commissionable insurance products (the firm notes this activity may consume up to 30% of their time) and that the firm uses client testimonials in its advertising. The brochure also notes ownership by Monterey Financial Partners, Inc. (80%) and Duncan Financial Partners, Inc. (20%) and affirms the firm does not charge performance‑based fees.

To learn more about the advisors currently working at Monterey Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse Monterey Wealth's office locations.