# Cathleen Phelps

> Cathleen Phelps is a fee-only financial advisor at Monument Wealth Management in Alexandria, Virginia. Cathleen charges a percentage of assets and focuses on equity compensation, retirement planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/cathleen-phelps/
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
- **Specialties:** Equity compensation, Retirement planning, Estate & legacy planning, Tax planning
- **CRD:** 6453739 (https://adviserinfo.sec.gov/individual/summary/6453739)
- **SEC registration:** Investment adviser representative in TX, VA
- **Exams passed:** Series 65 (2022)
- **Firm size:** 11 employees
- **Disclosures:** None reported
- **Website:** https://www.monumentwealthmanagement.com

## Frequently asked questions

### Is Cathleen Phelps a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Cathleen 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 Cathleen charge for financial advice?

Cathleen charges a percentage of assets.

### Where is Cathleen Phelps based?

Cathleen Phelps is based in Alexandria, Virginia.

### What does Cathleen specialize in?

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

### Is Cathleen Phelps registered with the SEC?

Yes. Cathleen Phelps is registered as an investment adviser representative in TX and VA (CRD 6453739), 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 Cathleen Phelps?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6453739): 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

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