AdvisorCensus / Financial advisors / Georgia / Atlanta / Monterey Wealth
Monterey Wealth
Filed as MONTEREY WEALTH · Legal name Monterey Wealth Partners LLC
Monterey Wealth is an SEC-registered investment advisory firm in Atlanta, GA, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 28, 2026.
Quick answers
From the filingHow is Monterey Wealth compensated?
On its Form ADV (Item 5.E, October 2026), Monterey Wealth reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
How much does Monterey Wealth charge?
Its Form ADV Part 2A brochure dated August 28, 2026 states: Hourly rate: $400 to $600 an hour (Financial planning services); Flat fee: $1,500 to $7,500 (longer-term consulting projects). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Monterey Wealth located?
Monterey Wealth's principal office is in Atlanta, GA, according to its Form ADV.
Is Monterey Wealth registered with the SEC or a state?
Monterey Wealth is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 172577.
How much does Monterey Wealth manage?
Monterey Wealth reports $300,100,000 in regulatory assets under management in its Form ADV filing dated August 28, 2026 (46% discretionary).
How have Monterey Wealth's assets and staff changed since 2021?
In the Form ADV data for Monterey Wealth: Regulatory assets under management: $204,010,994 in the October 2021 data and $300,100,000 in the October 2026 data, up 47%. Total employees: 2 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Monterey Wealth serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (87); pension and profit sharing plans (but not the plan participants or government pension plans) (36); high net worth individuals (34).
Which custodians does Monterey Wealth use?
Monterey Wealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Empower Retirement as custodians holding 10% or more of its separately managed account assets.
Does Monterey Wealth report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/172577
Does Monterey Wealth state an account minimum?
Its Form ADV Part 2A brochure dated August 28, 2026 says: "There is no minimum account size to open and maintain an advisory account with Monterey Wealth."
What changed in Monterey Wealth's recent Form ADV filings?
In the February 2026 filing data: Regulatory assets under management went from $237,800,000 to $300,100,000 (+26%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: None
The brochure's wording
There is no minimum account size to open and maintain an advisory account with Monterey Wealth.
Hourly rate: $400 to $600 an hour (Financial planning services)
The brochure's wording
Hourly fees range from $400 - $600 per hour, depending on what is negotiated between Monterey Wealth and the client.
Flat fee: $1,500 to $7,500 (longer-term consulting projects)
The brochure's wording
Fixed fees for longer-term consulting projects range from $1,500 to $7,500 per project.
As stated in the firm's Form ADV Part 2A brochure dated August 28, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$300,100,000 as of October 2026, filing dated August 28, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Registration and firm details
Items 1, 2, 5- Legal name
- Monterey Wealth Partners LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2020 (6 years)
- Employees
- Total: 3. Performing investment advisory functions: 3.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
6 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $300,100,000 | 3 | August 28, 2026 |
| October 2025 | $237,800,000 | 3 | February 17, 2025 |
| October 2024 | $277,900,000 | 3 | January 16, 2024 |
| October 2023 | $233,500,000 | 3 | February 2, 2023 |
| October 2022 | $184,200,000 | 2 | May 25, 2022 |
| October 2021 | $204,010,994 | 2 | April 20, 2021 |
Regulatory assets under management: $204,010,994 in the October 2021 data and $300,100,000 in the October 2026 data, up 47%.
Total employees: 2 in October 2021 and 3 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- February 2026
- Regulatory assets under management went from $237,800,000 to $300,100,000 (+26%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Monterey Wealth (CRD 172577): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/monterey-wealth-atlanta-ga-172577