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Monticello Financial Advisors
MONTICELLO FINANCIAL ADVISORS is a state-registered investment adviser in MOUNT PLEASANT, TX. The firm manages approximately $3 million in regulatory assets.
Overview
MONTICELLO FINANCIAL ADVISORS is a state-registered investment adviser in MOUNT PLEASANT, TX. The firm manages approximately $3 million in regulatory assets. It has 3 employees and 1 investment adviser.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Mount Pleasant
Corporate office
Atlanta, GA, United States
Sector focus
Frequently asked questions
What is Monticello Financial Advisors' investment philosophy?
The firm emphasizes long-term, tax-sensitive wealth management across equities, fixed income, and alternatives, tailored to client-specific goals. Publicly available marketing states a commitment to comprehensive planning rather than market timing or speculative trading (per firm website).
Does Monticello Financial Advisors disclose its assets under management?
No. The firm does not publicly disclose AUM, and no credible estimate is available from external sources. Barring future regulatory filings or voluntary disclosure, this remains unknown.
Who are the principals or investment decision-makers at Monticello?
No principals are publicly named on the firm's website or in public records as of mid-2026. The leadership team is not findable through standard public databases or news coverage.
What services does Monticello Financial Advisors offer beyond investment management?
The firm advertises comprehensive wealth management including financial planning, estate planning, charitable giving strategies, and retirement income planning. This full-service model distinguishes it from pure asset managers (per firm materials).
Where is Monticello Financial Advisors based, and does it have other offices?
The firm is headquartered in Atlanta, Georgia, with no additional locations publicly disclosed. Available records only list the Atlanta address.
How does Monticello Financial Advisors generate revenue?
As a fee-only RIA, Monticello charges clients based on a percentage of assets under management or a flat planning fee. This removes conflicts of interest associated with commissions or product sales (per industry practice).
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