Montebello Avenue
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$56,165,368
This total excludes 4 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
40
73% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
40
HighAverage account size
$1,404,134
About
Montebello Avenue provides investment management and comprehensive financial planning primarily for individual clients and also serves a limited number of employer‑sponsored retirement plans, including pension and profit‑sharing plans. The firm manages roughly $60 million for about 40 clients and offers discretionary portfolio management, third‑party manager selection and oversight, ongoing planning retainers or hourly planning, and employer retirement plan consulting and administration support.
The investment approach is grounded in modern portfolio theory and combines passive, benchmark‑style portfolios with scalable active overlays such as valuation‑based strategic allocation and momentum‑driven tactical tilts; attention is given to tax considerations and clients’ capacity for drawdowns and behavioral responses. Planning and account supervision are data‑driven, using financial planning and visualization software, periodic reviews, and the option to implement strategies directly or through recommended outside managers under discretionary authority.
What is distinctive for a firm of this scale is its explicit pension consulting and plan management capabilities—services that include investment policy statement development, vendor benchmarking, trustee education, model portfolio generation, and fiduciary process assessments, which are statistically uncommon among peer independent advisers. The firm’s operational experience building SMA/UMA platforms and its use of modern custodial and digital account integrations support a technology‑oriented, process‑focused delivery model for both individual and plan clients.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Active portfolio management
Passive / index investing
Occupation focus
Founder/Business Owner
Fee options
Fixed, flat fees may be charged for investment management and employer retirement plan services; employer retirement plan flat fees range from $2,000 to $20,000 per year
$0 - $1,000,000: 1.2% $1,000,001 - $5,000,000: 0.80% $5,000,001+: 0.40%
Financial planning hourly rate: $400/hour, negotiable
Comprehensive financial planning provided for monthly or quarterly retainer fees ($200-$1000/month or $600-$3000/quarter)
Minimum fee: Fixed, flat fees possible but amounts not specifically stated for individual clients Fee-only: Comprehensive financial planning retainer fees: $200-$1000 per month or $600-$3000 per quarter, hourly financial planning at $400/hour (negotiable)
Main office location
Montebello Avenue
2801 E. Camelback Road, Suite 200
Phoenix AZ 85016, United States
Number of offices
1
Most active in
Montebello Avenue has reported serving >5 clients in these states in the last 12 months.
Arizona · California · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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