Elliott Montgomery
Elliott Montgomery is a registered investment advisor at Mission Financial Group, LLC, based in Kilauea, HI, with 1 years of industry experience. Elliott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 332 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.20% |
Maximum annual fee charged for Comprehensive Portfolio Management and Asset Management for Held Away Accounts. Fees are negotiable.
Fee Estimator
Location
Kilauea, HI
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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 Activities
Elliott works for Williams Construction LLC as a Lead Project Manager since 2018, dedicating minimal time. He also serves as a Design Review Committee Manager for Seacliff Plantation Community Association since June 2024, also dedicating minimal time.
Employment History
Current Registrations
Mission Financial Group, LLC
Independent Financial Group, LLCBroker
State Registrations9 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.