Shawn Monty
Shawn Monty is a registered investment advisor at Financial Strategies Retirement Partners, based in Bedford, NH, with 40 years of industry experience. Shawn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more.
Compensation
Firm Size
IM Fee
Fee Structure
Financial Strategies Retirement Partners offers financial planning services on an hourly and fixed fee basis. The minimum hourly fee is $250. Fixed fees range from $1,000 to $20,000, depending on the complexity of your situation, time spent, research required, and staff resources. Typically, one-fourth to one-half of the fixed fee is due upfront, with the balance due upon completion of the project.
Location
3 Executive Park Drive, Suite 101 & 205, Bedford, NH, 03110
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Shawn spends about half his time as a Registered Investment Adviser and Investment Advisor Representative. He is also a Managing Partner and Co-Owner of Financial Strategies Retirement Partners, LLC, dedicating minimal time to this role, and sells fixed insurance under the same name, as well as owning rental property.
Employment History
Current Registrations
Financial Strategies Retirement Partners
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Previous Registrations
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
First Investors CorporationBroker
State Registrations20 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.