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, high‑net‑worth clients, corporations, and pension and profit‑sharing plans, and also offers company‑sponsored retirement plan consulting. The firm delivers managed accounts, financial planning engagements, and held‑away account monitoring through a third‑party platform, and commonly charges fees based on assets under management. The firm tailors portfolios to client objectives and risk tolerances using a range of strategies — including asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term purchases — with client accounts reviewed at least quarterly. Monterey Wealth offers both discretionary and non‑discretionary management and, per its brochure, currently reports more non‑discretionary AUM ($162.5M) than discretionary AUM ($137.6M), which results in a greater proportion of client‑directed decision making than is typical for peers. Several features the brochure highlights are less common among similarly sized supported advisers: representatives may also be licensed insurance agents and sometimes recommend commissionable insurance products (the brochure states this activity is limited to no more than 30% of their time), the firm uses a third‑party held‑away platform (Pontera) to manage outside retirement accounts without taking custody, and the firm discloses the use of client testimonials in its advertising. The firm is SEC‑registered, provides custody and trade execution through Schwab Institutional, and is majority‑owned by Monterey Financial Partners, Inc. with a minority stake held by Duncan Financial Partners, Inc.

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.