Advisor at Montoya Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Montoya Wealth Management
Location
Prescott, AZ 86301
Credentials
CFP®, Series 65
Industry experience
9 years
Erica Ryberg is a CFP® with nine years of industry experience, currently serving as an advisor at Montoya Wealth Management in Prescott, AZ. Her background includes roles at Montoya Tax Services LLC and Monberg Real Estate Holdings LLC, where she is a managing member. Prior to joining Montoya Wealth Management, she worked at Amazon.com and Casual Miracles. Montoya Wealth Management is a small advisory firm serving individual clients, including high-net-worth and non-HNW households, providing discretionary portfolio management and comprehensive financial planning. The firm integrates tax-preparation services and estate planning coordination, offering customized portfolios with a focus on diversification and tax efficiency.
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)
Monberg Real Estate Holdings LLC
2020 - Present (6 years)
Montoya Wealth Management
2020 - 2020 (1 year)
Montoya Wealth Management
2016 - Present (10 years)
Montoya Wealth Management
2016 - Present (10 years)
N/a
2016 - 2016 (1 year)
Casual Miracles
2014 - 2017 (3 years)
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.
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