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MONTIS FINANCIAL, LLC

Financial Advisor serving Waltham, Massachusetts · 1 of 23 financial advisors in the area

📍 230 THIRD AVENUE, WALTHAM, MA 02451
📞 (781) 541-••••
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📍 230 THIRD AVENUE, WALTHAM, MA 02451

About MONTIS FINANCIAL, LLC

MONTIS FINANCIAL, LLC is a financial advisor located in Waltham, Massachusetts. As a local financial advisor, they serve Waltham and surrounding communities in Massachusetts. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

Financial professionals in Waltham should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the Massachusetts securities regulator before sharing any financial information.

💰 What Financial Advisors Cost in Waltham

Budget
$0.5
% of assets/year
Average
$1
% of assets/year
Premium
$2
% of assets/year

Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales. Prices in Waltham may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Waltham

Check online reviews and ratings before hiring
Get multiple quotes to compare pricing
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Ask for references from recent customers

Frequently Asked Questions

How much does a financial advisor cost in Waltham?
Financial Advisors in Waltham typically charge $0.5–$2 % of assets/year. Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales.
How do I choose the best financial advisor in Waltham?
Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 23 financial advisors in Waltham to choose from.
Does MONTIS FINANCIAL, LLC offer free quotes?
Contact MONTIS FINANCIAL, LLC directly to ask about free estimates. You can also request a quote through ProHorizon.

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GRANAHAN INVESTMENT MANAGEMENT LLC

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POLEN CAPITAL CREDIT, LLC

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SEAMANS CAPITAL MANAGEMENT, LLC

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