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, privately owned LLC that provides advisory services to individual and family clients. The firm focuses on financial planning, discretionary portfolio management for individuals and small businesses, and the selection of external advisers or managers. Its compensation model combines a percentage-of-assets-under-management fee with the option to bill hourly. The firm acts as a capital allocator, directing client capital into third‑party managers and traditional investment products rather than operating large in‑house funds. It does not identify as an active ESG investor.