Kristopher Montgomery is a registered investment advisor at Kommon Wealth, LLC, based in Roanoke, VA. Kristopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The total annual fee generally does not exceed 1.50%, consisting of a 0.25% Kommon Wealth fee and a 1.25% platform fee. Fees are negotiable based on account complexity and asset level.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
3952 Meadowlark Rd., Roanoke, VA, 24018
Get directionsHistory
Regulatory History (1)
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Judgment / Lien
November 2023Employment History
Current Registrations
Kommon Wealth, LLC
November 2025 - Present · 11 mos
State Registrations1 state
VA
Advisor
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.
Exams
No exam information available for this advisor.
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