Randall Montoya
Randall Montoya is a registered investment advisor at Tcfg Investment Advisors, LLC, based in Truchas, NM, with 26 years of industry experience. Randall is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 2,334 clients with $640M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Each advisor sets their own independent schedule, up to a maximum of 2.25%. Fees are negotiable based on complexity, assets, and other factors.
Fee Estimator
Location
Truchas, NM
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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
Randall is an IAR for TCFG Investment Advisors, LLC and associated with TCFG Wealth Management, spending about a third of his time there. He is also licensed as an insurance agent selling insurance products through TCFG Insurance Solutions, LLC, dedicating a few hours per week to this activity. Additionally, Randall is involved with RLR 2020 Ventures LLC, managing a cabin rental on Airbnb, dedicating a few hours per week.
Employment History
Current Registrations
Tcfg Investment Advisors, LLC
Tcfg Wealth Management, LLC
Tcfg Wealth Management, LLCBroker
Previous Registrations
The Planners Network, INC.
The Planners Network, INC.
National Planning CorporationBroker
Transamerica Financial Resources, INC.Broker
State Registrations5 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.