MONTICELLO FINANCIAL ADVISORS

RIASEC Registered

Total AUM

$2.8M

Discretionary

$2.8M

100% of AUM

Avg account

$11.2K

Accounts

255

Employees

Advisory reps

Firm details

Headquarters: MOUNT PLEASANT, Texas
CRD number: 322890
Custodians: CHARLES SCHWAB & CO., INC., NATIONWIDE SECURITIES, LLC, PACIFIC LIFE FUND ADVISORS. LLC
Fee structure: Percentage of AUM, Hourly Charges
Client types: Individuals60.06%
HNWI39.94%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Monticello Financial Advisors is a small, owner-operated limited liability company that provides financial planning and portfolio management primarily for individuals, families, and small businesses. The firm charges both a percentage of assets under management and hourly fees. Its advisory services include financial planning, discretionary portfolio management for individual and small business clients, and selecting third-party advisers. Monticello identifies as a capital allocator and maintains industry relationships with a broker-dealer and an insurance company. It does not report active ESG investing and is not registered as a multi-state adviser.