Montgomery Financial Planning LLC
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About
Montgomery Financial Planning, LLC provides fee-only financial planning services to individuals and families through tiered engagements that range from foundational “express” plans to complex pre‑retirement and business succession coordination. The firm also offers limited‑scope hourly consultations and does not engage in portfolio management, custody, or discretionary trading on clients’ behalf.
When investment recommendations are included in planning, the firm generally favors diversified, long‑term buy‑and‑hold approaches and typically recommends mutual funds and exchange‑traded funds, using third‑party model portfolios and capital‑markets research as analytical starting points. Clients retain discretion to implement recommendations, and the firm coordinates with clients’ tax and legal professionals as appropriate while monitoring progress during the engagement term.
Statistically atypical for firms in the investment‑manager category, Montgomery emphasizes flat‑fee engagements and hourly billing rather than percentage‑of‑assets‑under‑management or performance‑based fees, and it does not manage pooled or institutional assets. The firm is newly formed and its leadership combines prior technical and corporate experience with recent financial planning credentials (including a CLU designation and a master’s in personal financial planning), supporting a planning‑centric, fiduciary approach.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Initial engagement flat fees: Tier I – Express $3,600; Tier II – Comprehensive $6,000; Tier III – Complex $8,000; Ongoing engagement annual fees: Tier I $2,400; Tier II $4,000; Tier III $6,000
Typically $250 per hour
Fee-only: Flat fees ranging from $3,600 to $8,000 for initial engagements depending on service tier; annual ongoing fees from $2,400 to $6,000
Main office
Arvada CO
Advisors at this office
1
Most active in
Colorado
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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