Cathleen Phelps
Monument Wealth Management · Alexandria, Virginia
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.
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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 |
| SEC registration | Investment adviser representative in TX, VA · CRD 6453739 |
| Exams passed | Series 65 (2022) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.monumentwealthmanagement.com |
How Cathleen'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 Cathleen
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.
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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