Matt Montgomery
Matt Montgomery is a ChFC-designated registered investment advisor at Matt Montgomery, based in Jacksonville, TX, with 40 years of industry experience. Matt operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 86 clients with $36M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Matt Montgomery offers investment management through the Vision2025 Wealth Management Platform. The fee you pay depends on the amount of assets managed in your account, and the level of advisory and financial planning services you receive. The fees are negotiable and charged quarterly in advance. The minimum account size is $50,000, but this may be waived if total assets under management exceed $50,000.
Location
1504 East Rusk Street, Jacksonville, TX, 75766
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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
Matthew is the owner/IAR of Montgomery Financial Designs, providing discretionary money management and divorce consulting. He is also an insurance agent selling term life insurance and dedicates minimal time to this activity. Matthew also serves as Chairman of the Board for ELOHIM and Treasurer for Central Baptist Church.
Employment History
Current Registrations
Matt Montgomery
Osaic Wealth, INC.Broker
Previous Registrations
Matthew Louis Montgomery
Royal Alliance Associates, INC.
New England SecuritiesBroker
Southwestern Management & Research CorporationBroker
State Registrations3 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.