Developing and implementing a financial life plan is a complex process that takes time, knowledge, and resources, and our clients understand and appreciate the commitment involved.

To make certain we are a good fit, we offer a no obligation “let’s get acquainted” session. We will cover items of importance to you, review the big picture of your financial life, and make general recommendations.  If you decide to engage Montello Wealth Management, Inc. for financial planning services only, a fee of $150 per hour will be charged for creating a comprehensive financial plan. We will give you an accurate fee estimate before you engage us to complete your plan.

If you decide to engage us for investment and wealth management services, the fee for financial planning will be waived and the fee schedule below will govern the scope of the relationship.