Maximilian Montagnino is a registered investment advisor at Summer Family Advisors LLC, based in Stamford, CT. Maximilian 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.
Compensation
Firm Size
IM Fee
Fee Structure
For ongoing financial planning, SFA charges a recurring fee ranging from $100 to $5,000 per quarter, paid in advance. The specific fee depends on the client's needs, complexity, time, research, and resources required. The final fee is negotiable and outlined in the advisory contract.
For project-based financial planning, SFA charges either a fixed fee between $500 and $10,000 or an hourly rate of $395. The specific fee depends on the client's needs, complexity, time, research, and resources required. The final fee is negotiable and outlined in the advisory contract.
Location
48 Union Street, Ste 1C, Stamford, CT, 06906
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Regulatory History (1)
Regulatory
February 2026Employment History
Current Registrations
Summer Family Advisors LLC
State Registrations1 state
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.