How Montoya Wealth works as a fiduciary investment advisor for you

We offer attentive and personalized service

Because our clients' lives are dynamic, so too is our advice. We check in quarterly with our clients and meet with them often to ensure their investment and financial planning strategies continue tracking to their needs. Our financial planning services are comprehensive, and we frequently review and update our clients' financial plans.

We work like crazy to avoid conflicts of interest

As you read above, not earning commissions means we've eliminated a massive conflict of interest with our business model. But it doesn't stop there. We also work hard to avoid conflicts of interest in all areas of our practice and, in instances when they’re unavoidable, we hold ourselves accountable to disclose them and then solve them in your favor.

We always put your interests first 

When we launched, our primary aim was to act as a fiduciary on behalf of our clients. This translates into a cultivating a careful understanding of our clients’ needs and financial pictures and then creating long-term investment and financial plans based on that understanding. 

We meet with you regularly to review your investments and financial plan

We review all investments and financial plans regularly to make sure they are optimized for our clients. Then we sit down with our clients quarterly to review them and make suggestions. 

We have a simple,
transparent fee structure

We are committed to operating transparently. To that end, our fee structure is a simple 1% of assets under management for accounts under $1,000,000. The pricing on our financial planning packages is similarly easy to understand.

Our services are accessible
to everyone

We care a lot about our clients and a whole lot about financial wellness in general, and are committed to serving clients at all income and asset levels with their financial planning and investment needs.