# Bianca San

> Bianca San is a fee-only financial advisor at Monument Wealth Management in Alexandria, Virginia, who holds the CFP credential. Bianca charges a percentage of assets and focuses on equity compensation, retirement planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/bianca-san/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Monument Wealth Management
- **Based in:** Alexandria, Virginia
- **Fee model:** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $648.4M across 969 accounts
- **Credentials:** CFP
- **Specialties:** Equity compensation, Retirement planning, Estate & legacy planning, Tax planning
- **CRD:** 6978728 (https://adviserinfo.sec.gov/individual/summary/6978728)
- **SEC registration:** Investment adviser representative in TX, VA
- **Exams passed:** Series 63 (2024)
- **Firm size:** 11 employees
- **Disclosures:** None reported
- **Website:** https://www.monumentwealthmanagement.com

## Frequently asked questions

### Is Bianca San a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Bianca holds no broker registration, and Monument Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Bianca charge for financial advice?

Bianca charges a percentage of assets.

### Where is Bianca San based?

Bianca San is based in Alexandria, Virginia.

### What does Bianca specialize in?

Bianca's specialties include equity compensation, retirement planning, estate & legacy planning and tax planning.

### What credentials does Bianca San hold?

Bianca San holds the CFP credential.

### Is Bianca San registered with the SEC?

Yes. Bianca San is registered as an investment adviser representative in TX and VA (CRD 6978728), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Monument Wealth Management manage?

Monument Wealth Management reports $648.4M across 969 accounts in assets under management.

### How do I contact Bianca San?

Through Bianca's website, www.monumentwealthmanagement.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6978728): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://monumentwealthmanagement.com/): specialties, clients served, and fees, checked October 30, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.