David Nelson
Monument Wealth Management · Alexandria, Virginia
David Nelson is a fee-only financial advisor at Monument Wealth Management in Alexandria, Virginia, who holds the CFA credential. David 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 | CFA |
| SEC registration | Investment adviser representative in TX, VA · CRD 1575597 |
| Exams passed | Series 66 (2004) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.monumentwealthmanagement.com |
How David'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 David
Is David Nelson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David 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 David charge for financial advice?
David charges a percentage of assets.
Where is David Nelson based?
David Nelson is based in Alexandria, Virginia.
What does David specialize in?
David's specialties include equity compensation, retirement planning, estate & legacy planning and tax planning.
What credentials does David Nelson hold?
David Nelson holds the CFA credential.
Is David Nelson registered with the SEC?
Yes. David Nelson is registered as an investment adviser representative in TX and VA (CRD 1575597), 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 David Nelson?
Through David'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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