Mary Montanari is a CFP-designated registered investment advisor at Montanari Financial Advisors INC., based in Norwell, MA, with 27 years of industry experience. Mary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 56 clients with $36M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Norwell, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Montanari Financial Advisors INC.
State Registrations1 state
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