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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 01-08-1999
- Office Locations
- 1
Office Locations
About Montanari Financial Advisors Inc.
Montanari Financial Advisors, Inc. is a Norwell, MA firm partnered with Commonwealth Financial Network, providing financial planning and investment management for individuals and business owners. Focus areas include retirement and estate planning, insurance solutions, and portfolio construction using ETFs and mutual funds, with client assets custodied at Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 61 clients, or 61 clients per representative. That equates to $582.7K in reported AUM per client.
The profile lists 1 reported office location and 27 years in operation. The source data was last updated on March 3, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Montanari Financial Advisors Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MARY ELIZABETH MONTANARI
Owner, Relationship Manager
- CRD
- #4876073
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $35,547,206 | -- |
| Non-Discretionary | $0 | -- |
| Total | $35,547,206 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Montanari Financial Advisors Inc. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.