Montgomery Wealth Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$16,399,473
Clients
24
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
24
TypicalAverage account size
$683,311
About
The firm provides investment management and financial planning to individuals (including high‑net‑worth clients), qualified retirement plans, trusts, charitable organizations and small businesses. It also offers participant‑directed employee retirement plan advisory services, including analysis of plan investment platforms, development of investment policy statements and sponsor education.
The firm’s investment approach is rooted in Modern Portfolio Theory and a long‑term, passive asset‑class philosophy, typically implementing diversified portfolios of no‑load mutual funds and ETFs (including funds from Dimensional Fund Advisors, Vanguard and AQR) and using written investment policy statements and Monte Carlo analysis to set asset allocation. It manages accounts on a discretionary basis, may use managed fixed‑income accounts, retain individual securities when tax or personal considerations warrant, and limits higher‑volatility exposures (for example, bitcoin ETFs) according to client risk profiles.
Distinctive for an independent adviser of this type is the formal pension consulting work: the firm assists plan sponsors with investment menus, IPS creation, ongoing monitoring and participant‑education efforts — services not commonly offered by most peers. The firm also relies on third‑party resources from DFA for research and modeling and participates in Schwab Advisor Services for custody and trading support, integrating institutional tools into its advisory process.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
College savings (529s, UTMA, etc.)
Wealth management
Fee options
Fixed fees generally ranging from $1,500 to $10,000 for financial planning services
$0 - $500,000: 1.50% $500,000 - $1,000,000: 1.25% $1,000,000 - $2,000,000: 1.00% $2,000,000 - $5,000,000: 0.75% $5,000,000+: 0.50%
$100-$400 per hour for financial planning services
Account minimum: $250,000 Fee-only: Fixed fees ranging from $1,500 to $10,000; hourly fees from $100 to $400 per hour
Main office location
Montgomery Wealth Advisors
Shreveport LA, United States
Number of offices
1
Most active in
Montgomery Wealth Advisors has reported serving >5 clients in these states in the last 12 months.
Louisiana · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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.
-
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.
-
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
Quick links
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