Montanari Financial Advisors INC.

Fee-Only (% of Portfolio)Fixed/Hourly

Montanari Financial Advisors Inc. offers financial advice and investment management services. The firm is led by Mary E. Montanari, a Certified Financial Planner. Montanari Financial Advisors Inc. creates financial plans and manages investment portfolios for its clients.

Assets Under Management$36M
Clients56
Advisors1
Avg. per Client$630K
Avg. per Advisor$36M

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1 Advisors at this firm