A complete list of active advisors currently associated with Montgomery Financial Planning LLC
Warmer can help you find a great advisor at Montgomery Financial Planning LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Montgomery Financial Planning LLC, 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.
Name |
Location |
Years of experience |
|---|---|---|
Arvada, CO
| —
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")