Byron Woodman
Monument Group Wealth Advisors · Concord, Massachusetts
Byron Woodman is a fee-only financial advisor at Monument Group Wealth Advisors in Concord, Massachusetts. Monument Group Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Byron →
Facts
| Firm | Monument Group Wealth Advisors |
|---|---|
| Based in | Concord, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $678.9M across 702 accounts |
| SEC registration | Investment adviser representative in MA · CRD 4385779 |
| Exams passed | Series 65 (2000) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.monumentgroupcompanies.com |
How Byron's firm compares
- Monument Group Wealth Advisors's average account is about $967,000, from its Form ADV (assets managed divided by 702 accounts).
Request an introduction to Byron
Tell Byron a little about what you're looking for. Byron isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Byron
Is Byron Woodman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Byron holds no broker registration, and Monument Group Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Byron charge for financial advice?
Byron's firm, Monument Group Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Byron Woodman based?
Byron Woodman is based in Concord, Massachusetts.
Is Byron Woodman registered with the SEC?
Yes. Byron Woodman is registered as an investment adviser representative in MA (CRD 4385779), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Monument Group Wealth Advisors manage?
Monument Group Wealth Advisors reports $678.9M across 702 accounts in assets under management.
How do I contact Byron Woodman?
Through Byron's website, www.monumentgroupcompanies.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
- 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.
See something wrong? Request a correction. Read our methodology.