Advisor at Montage Financial Advisors
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Firm
Montage Financial Advisors
Location
Morgan Hill, CA
Credentials
CFP®, Series 65
Industry experience
20 years
David Faulk is a CFP® and Series 65-registered advisor with 20 years of industry experience. He is the principal at Montage Financial Advisors, where he has worked since 2020, and he also serves as president of Montage Tax, a separate tax preparation and planning firm. Prior to founding Montage Financial Advisors, he was with Johanson Financial Advisors, Inc. for five years. Montage Financial Advisors provides discretionary portfolio management and project-based financial planning for individual and high-net-worth clients. The firm employs a primarily passive investment approach grounded in Modern Portfolio Theory, using diversified portfolios of index mutual funds and ETFs, and coordinates closely with clients’ tax and legal professionals.
Based on Montage Financial Advisors
Project-based comprehensive financial planning fixed fee between $4,000 and $6,000, negotiable
$0 - $333,333: 1.50% $333,334 - $750,000: Effective blended rate varies, example $5,000 flat fee on first $750,000 $750,001 - $1,250,000: Next $500,000 charged $2,500 annually $1,250,001 - $2,000,000: Next $750,000 charged $3,700 annually $2,000,001 - $3,500,000: Next $1,500,000 charged $5,600 annually $3,500,001+: Assets above $3,500,000 charged $5,650 annually
$350 per hour, negotiable
Fee-only: Project-based comprehensive financial planning fixed fee between $4,000 and $6,000, negotiable; hourly financial planning fee $350/hour, negotiable
Morgan Hill, CA
California · Texas · Utah
Montage Financial Advisors
2020 - Present (6 years)
Montage Tax, A Professional Corporation
2016 - Present (10 years)
Johanson Financial Advisors, Inc.
2015 - 2020 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
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 66
Morgan Hill, CA
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EquityFTW
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