Silas MontgomeryCFP®
Senior Advisor · Ponce City Wealth · Atlanta, GA
★★★★★ 4.7(68+ client reviews)Virtual nationwide
Fee
1.05%
Fee-based
Minimum
$100k
to start
Experience
13 yrs
advising clients
Response
same day
typical reply
About Silas
Silas takes on the household with eleven accounts at seven institutions and turns it into a system. His first-90-days sprint - consolidate, automate, allocate, protect - is the practice's signature.
Clients are typically in their late 30s to 50s, earning well, and done with winging it.
Specialties & services
- Full account consolidation service
- Automated savings architecture
- First-year plan sprint: 4 meetings in 90 days
Best for
New wealth-builders getting organized fast
Sound like you? Smart move: compare Silas against 2–3 similar advisors before deciding. The matcher screens the whole network against your goals and shows you Silas's availability alongside the alternatives — free.
Frequently asked about Silas Montgomery
What are Silas Montgomery's fees?
Silas Montgomery of Ponce City Wealth publishes a fee of 1.05% AUM (fee-based). Fees can change and may vary by service level, so confirm directly before engaging.
What is Silas Montgomery's account minimum?
Ponce City Wealth lists a minimum of $100k in investable assets for ongoing management. If you're below the minimum, the AdvisoryReviews matcher can route you to network advisors with no minimum.
Is Silas Montgomery a fiduciary?
Silas Montgomery operates under the fiduciary standard. Always verify any advisor's registration and record on the SEC's Investment Adviser Public Disclosure site before engaging.
Does Silas work with clients outside Atlanta?
Yes — Ponce City Wealth works with clients virtually nationwide, alongside in-person meetings in Atlanta, GA.
How do I book a call with Silas Montgomery?
Use the free AdvisoryReviews matcher to check Silas's current availability. Advisors cap new clients monthly, so the matcher confirms fit and open capacity first — then the intro call is scheduled at no cost and with no obligation.
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