Brandon Montoya
Brandon Montoya is a registered investment advisor at Montoya Wealth Management, based in Prescott, AZ, with 13 years of industry experience. Brandon 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, High Net Worth, and 4 more. Their firm serves 86 clients with $72M 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 | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.40% |
| $3M+ | 0.20% |
Household accounts are aggregated for fee discounts. Fees may be reduced or waived at the firm's discretion.
Fee Estimator
Location
2069 Willow Creek Road, Prescott, AZ, 86301
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
July 2016Other Business Activities
Brandon is a managing member of Montoya Tax Services LLC and Monberg Real Estate Holding LLC, and a City Council Member for the City of Prescott. These activities take a few hours per week for the LLCs and about a third of his time for the City Council position.
Employment History
Current Registrations
Montoya Wealth Management
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
J.P. Morgan Securities LLC
Edward Jones
State Registrations2 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.
Exams
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