Advisor at Montoya Wealth Management
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Firm
Montoya Wealth Management
Location
Prescott, AZ 86301
Credentials
Series 66
Industry experience
12 years
Brandon Montoya is a financial advisor at Montoya Wealth Management with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America and Merrill Lynch. In addition to his advisory role, Montoya serves as a City Council Member for the City of Prescott and manages Montoya Tax Services LLC. Montoya Wealth Management serves individual clients, including high-net-worth and non-HNW households, offering discretionary portfolio management and comprehensive financial planning. The firm combines passive, core-and-satellite, and value investment strategies with an emphasis on diversification and tax efficiency, and integrates related tax-preparation and estate planning services through partnerships.
Based on Montoya Wealth Management
$3,000 to $6,000 for standalone comprehensive financial planning
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.75% annually $2,000,001 - $3,000,000: 0.40% annually $3,000,001+: 0.20% annually
$300 per hour
$300 to $450 per month
Fee-only: $300/hour for hourly consulting; $3,000 to $6,000 fixed fee for standalone comprehensive financial planning; $300 to $450/month for subscription financial planning service
2069 Willow Creek Road
Prescott, AZ 86301
Arizona · Texas
Montoya Tax Services LLC
2023 - Present (3 years)
CIty of Prescott
2021 - Present (5 years)
Monberg Real Estate Holdings LLC
2020 - Present (6 years)
Montoya Wealth Management Group LLC
2016 - Present (10 years)
Bank Of America, N.a.
2015 - 2016 (1 year)
Merrill
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 65
Prescott, AZ
Yavapai Financial Planning, L.L.C.
Series 63, Series 65
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Prescott Investor Services, Inc.
CFP®, Series 63, Series 65, Series 66
Prescott, AZ
Fiwheels
Series 63, Series 65
Prescott, AZ
Tandem Investment Partners, LLC
Series 63, Series 66
Prescott Valley, AZ
New Life Financial LLC
Series 63, Series 65
Prescott Valley, AZ
New Life Financial LLC
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