Steven Montgomery
Steven Montgomery is a registered investment advisor at Clearview Financial Partners, based in Radnor, PA, with 23 years of industry experience. Steven 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, High Net Worth, and 3 more. Their firm serves 669 clients with $1.1B 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 $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $4.0M | 0.90% |
| $4.0M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Fees negotiable for accounts over $5,000,000. There is generally an additional 0.10% fee for a wrap fee account.
Fee Estimator
Location
100 Matsonford Road, Building #5, Suite 110, Radnor, PA, 19087
Get directionsHistory
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
Steven sells non-variable life and health insurance, dedicating about 10-20% of his time to this activity. He also provides investment advisory services through Clearview Financial Partners, LLC, and operates under the DBA Clearview Financial Partners for his LPL business, dedicating full-time hours to these investment-related activities.
Employment History
Current Registrations
Clearview Financial Partners
Previous Registrations
The Wharton Advisory Group, LLC
LPL Financial LLC
LPL Financial LLCBroker
State Registrations1 state
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