# Glen Monroe

> Glen Monroe is a fee-only financial advisor at Monroe Wealth Management in San Francisco, California, who holds the CFP credential. Glen charges a percentage of assets and an ongoing planning fee (ongoing planning from $16,000 a year and 0.25%–0.8% a year of assets managed) and focuses on equity compensation, founders (pre-exit) and tax planning.

Page: https://find.wellspent.co/advisors/glen-monroe/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Monroe Wealth Management
- **Based in:** San Francisco, California
- **Fee model:** Percentage of assets; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $16,000 a year; 0.25%–0.8% a year of assets managed
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $72.2M across 299 accounts
- **Credentials:** CFP
- **Specialties:** Equity compensation, Founders (pre-exit), Tax planning, Estate & legacy planning, Retirement planning
- **Works with:** Tech employees, Executives, High earners
- **CRD:** 6265422 (https://adviserinfo.sec.gov/individual/summary/6265422)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 63 (2014), Series 66 (2015)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://monroewm.com

## Frequently asked questions

### Is Glen Monroe a fee-only financial advisor?

Yes. Glen Monroe is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Glen's firm.

### How does Glen charge for financial advice?

Glen charges a percentage of assets and an ongoing planning fee.

### How much does Glen charge?

According to Monroe Wealth Management's website, checked October 28, 2026: ongoing planning from $16,000 a year; 0.25%–0.8% a year of assets managed.

### Where is Glen Monroe based?

Glen Monroe is based in San Francisco, California.

### What does Glen specialize in?

Glen's specialties include equity compensation, founders (pre-exit), tax planning, estate & legacy planning and retirement planning. Glen works with tech employees, executives and high earners.

### What credentials does Glen Monroe hold?

Glen Monroe holds the CFP credential.

### Is Glen Monroe registered with the SEC?

Yes. Glen Monroe is registered as an investment adviser representative in CA and TX (CRD 6265422), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Monroe Wealth Management manage?

Monroe Wealth Management reports $72.2M across 299 accounts in assets under management.

### How do I contact Glen Monroe?

Through Glen's website, monroewm.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/45336): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.monroewm.com/): specialties, clients served, and fees, checked October 28, 2026

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