# MONTEREY ASSOCIATES FINANCIAL PLANNING & EDUCATION

MONTEREY ASSOCIATES FINANCIAL PLANNING & EDUCATION is an SEC-registered investment adviser.

## Registration

- CRD: 289727
- Type: SEC-registered investment adviser
- Phone: 914-419-6412
- Latest filing: 2026-03-31
- Clients: 1

## Business model

- Compensation: Hourly, Fixed
- Clients served: Individuals, Corporations, Other

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/289727/brochure
- Similar advisers: https://search.stillhousedata.com/firm/289727/similar
- Related entities: https://search.stillhousedata.com/firm/289727/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/289727

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.