Eldon Fielding-Monson
Monson Wealth Management · Kennewick, Washington
Eldon Fielding-Monson is a fee-only financial advisor at Monson Wealth Management in Kennewick, Washington, who holds the CFP credential. Eldon focuses on retirement planning, pension planning and estate & legacy planning. Monson Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
- Retirees
Facts
| Firm | Monson Wealth Management |
|---|---|
| Based in | Kennewick, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $149.5M across 822 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in WA · CRD 4256669 |
| Exams passed | Series 66 (2000) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.monsonwealthmanagement.com |
How Eldon's firm compares
- Monson Wealth Management's average account is about $182,000, from its Form ADV (assets managed divided by 822 accounts).
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Questions about Eldon
Is Eldon Fielding-Monson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Eldon holds no broker registration, and Monson Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Eldon charge for financial advice?
Eldon's firm, Monson Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Eldon Fielding-Monson based?
Eldon Fielding-Monson is based in Kennewick, Washington.
What does Eldon specialize in?
Eldon's specialties include retirement planning, pension planning and estate & legacy planning. Eldon works with pre-retirees and retirees.
What credentials does Eldon Fielding-Monson hold?
Eldon Fielding-Monson holds the CFP credential.
Is Eldon Fielding-Monson registered with the SEC?
Yes. Eldon Fielding-Monson is registered as an investment adviser representative in WA (CRD 4256669), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Monson Wealth Management manage?
Monson Wealth Management reports $149.5M across 822 accounts in assets under management.
How do I contact Eldon Fielding-Monson?
Through Eldon's website, www.monsonwealthmanagement.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
- Monson 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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