TM
CFP
TM
CFP

Terry Jay Montano

8 Years of Experience
Areas of Practice
Financial Planning & CoachingRetirement PlanningInvestment ManagementTax PlanningEstate PlanningInsurance Planning
Compensation
Fixed/Hourly
Firm Size
39 advisors
Number of Clients
1,776 clients
Average Client Portfolio
$1K average
Assets Under Management
$2.1M

Fee Structure

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Location

68 Harrison Avenue, Ste 605 Pmb 50966, Boston, MA, 02115-1929

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Terry is contracted as a financial planner for Blend Financial, Inc. dba Origin Financial.

Employment History
Current Registrations
Origin Investment Advisory LLC
February 2022 - Present · 4 yrs
Motus Wealth
February 2022 - Present · 4 yrs
Previous Registrations
Facet Wealth, INC
March 2021 - January 2022 · 10 mos
Capital Directions LLC
March 2021 - April 2023 · 2 yrs 1 mo
Truewealth Management
January 2017 - November 2020 · 3 yrs 10 mos
State Registrations3 states
CAGATX
Advisor
Exams
No exam information available for this advisor.