Glen Monroe
Monroe Wealth Management · San Francisco, California
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.
Request an introduction to Glen →
Specialties
Who they serve
- Tech employees
- Executives
- High earners
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 |
| Assets under management | $72.2M across 299 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 6265422 |
| Exams passed | Series 63 (2014) · Series 66 (2015) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | monroewm.com |
| Profile |
How Glen's firm compares
- Ongoing planning starts at $16,000 a year, above the California median of $6,000 for fee-only firms that publish prices.
- Monroe Wealth Management's average account is about $242,000, from its Form ADV (assets managed divided by 299 accounts).
Request an introduction to Glen
Tell Glen a little about what you're looking for. Glen isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Glen
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Monroe Wealth Management website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.