Mary
Konetzny
Montis Financial, LLC
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About this Advisor
Mary Konetzny is a certified financial planner based out of Waltham, Massachusetts with a total of 5 years of relevant experience. Konetzny is an advisor for Montis Financial, LLC. Throughout their career, Konetzny has worked at Adviser Investments, LLC, Braver Wealth Management, LLC and Montis Financial, LLC. Konetzny holds Series 63 and Series 66 licenses, designating them as a securities agent, and can operate in Massachusetts. Montis Financial, LLC is a registered investment company headquartered in Waltham, MA. It has $621 million in assets across its 1,191 customer accounts, making it one of the bigger investment advisory firms in the country by assets under management. Of its 1,191 client accounts, 51% are held by high-net-worth clients who have more than $1 million in assets. The firm provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fee schedules largely are based on which services the firm provides the client. However, fee types billed by Montis Financial, LLC can include some combination of asset-based, hourly and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Montis Financial, LLC Brokerage Details
$621,000,000
13
1,191
$521,411
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Mary Konetzny Work History
Mary has been registered as a financial advisor for 5 years.*
Montis Financial, LLC
Adviser Investments, LLC
Braver Wealth Management, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Mary Konetzny to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Montis Financial, LLC
Waltham, MA
Waltham, MA
Waltham, MA
Waltham, MA
Waltham, MA
Waltham, MA
Waltham, MA
Waltham, MA
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
