Bianca San
Monument Wealth Management · Alexandria, Virginia
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.
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Specialties
Facts
| Firm | Monument Wealth Management |
|---|---|
| Based in | Alexandria, Virginia |
| Fee model | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $648.4M across 969 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX, VA · CRD 6978728 |
| Exams passed | Series 63 (2024) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.monumentwealthmanagement.com |
How Bianca's firm compares
- Monument Wealth Management's average account is about $669,000, from its Form ADV (assets managed divided by 969 accounts).
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Questions about Bianca
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Monument Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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