Advisor at Modern Wealth LLC
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Firm
Modern Wealth LLC
Location
Chandler, AZ 85226
Credentials
Series 65
Industry experience
3 years
Montel Hawkins is a financial advisor at Modern Wealth LLC with a Series 65 designation and three years of industry experience. He has worked at several firms including Terra Wealth Management, Renaissance Marriott, and Thompson Financial Group. Hawkins is also a founding partner of Modern Wealth Insurance Services LLC, an insurance agency offering life, disability, long-term care, and annuity products. Modern Wealth LLC provides discretionary portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, business entities, and employee benefit plans. The firm employs a blend of fundamental analysis and modern portfolio theory, focusing on ETF- and mutual fund-based allocations with a long-term investment horizon.
Based on Modern Wealth LLC
Based on Modern Wealth LLC
Pension consulting flat fee up to $2,500 for plan establishment
$0 - $499,999: 1.20% $500,000 - $999,999: 1.10% $1,000,000 - $1,999,999: 1.00% $2,000,000+: 0.80%
Monthly subscription fees ranging from $125 to $900 applicable as a Planning Services Supplement when AUM fees do not cover minimums
Minimum fee: Annual Minimum Fees ranging from $1,500 to $10,800 depending on the service tier Fee-only: Annual Minimum Fee structure offset by Investment Management fees with monthly subscription payments if AUM fees are below minimums (e.g., $125/month to $900/month depending on tier)
3133 W Frye Road, Suite 101
Chandler, AZ 85226
Arizona · California · Texas
Modern Wealth LLC
2024 - Present (2 years)
Terra Wealth Management, LLC
2023 - 2024 (1 year)
TerraWealth
2022 - 2024 (2 years)
Renaissance Marriott
2021 - 2022 (1 year)
People Ready
2020 - 2021 (1 year)
Thompson Financial Group
2019 - 2022 (3 years)
WOZ-U
2019 - 2020 (1 year)
People Ready
2018 - 2019 (1 year)
DHL Express
2018 - 2018 (1 year)
Partech, KiviteApp
2017 - 2018 (1 year)
Preople Ready
2016 - 2017 (1 year)
MGA Business Consulting
2015 - 2016 (1 year)
Hampton University / Arizona State University
2012 - 2017 (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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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Woodmont Financial Partners LLC
I’m Paulo Lopes, an environmental attorney turned CERTIFIED FINANCIAL PLANNER® professional and the founder of Woodmont Financial Partners. Most people I work with are DIY investors, high earners, and business owners who want a clear plan and an objective second set of eyes, without commissions or an asset-based fee. You should not have to hand over your investments to get good advice. My work is tax-aware and practical. We focus on the decisions that move the needle, including multi-year tax planning, withholding and estimated tax planning, Roth conversion strategy, retirement and Social Security planning, and estate planning coordination (beneficiaries, trusts, and POAs, plus the questions to take to your attorney). On the investment side, I help clients build a long-term allocation, improve tax efficiency, and set a rebalancing approach they can actually follow. I also help clients think through small business and real estate decisions where taxes and cash flow matter. We start with a short intro call. If we decide to work together, I will outline the scope, deliverables, and the next step in plain English. Meetings are virtual, with in-person options when it makes sense. I’m based in Arizona and work with clients nationwide.
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