Alec Andy Montoya

CFP

Savant Wealth Management

10 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEducation PlanningEstate PlanningHigh Net WorthFinancial Planning & Coaching

Savant Wealth Management

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

289 advisors

Number of Clients

15,586 clients

Average Client Portfolio

$1.9M average

Assets Under Management

$29.1B

Fee Structure

Minimum Investment:$300K

Financial Planning:Included in AUM fee

Location

115 Broadway, 5th Floor, New York, NY, 10006

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Savant Wealth Management

November 2025 - Present · 3 mos

Previous Registrations

Compound Planning, INC.

September 2024 - October 2025 · 1 yr 1 mo

Mercer Global Advisors INC.

April 2017 - August 2024 · 7 yrs 4 mos

LPL Financial LLC

January 2016 - April 2017 · 1 yr 3 mos

LPL Financial LLCBroker

August 2015 - April 2017 · 1 yr 8 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.