# Gregory Racki

> Gregory Racki is a fee-only financial advisor at Monument Group Wealth Advisors in Concord, Massachusetts. Monument Group Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/gregory-racki/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Monument Group Wealth Advisors
- **Based in:** Concord, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $678.9M across 702 accounts
- **CRD:** 7384318 (https://adviserinfo.sec.gov/individual/summary/7384318)
- **SEC registration:** Investment adviser representative in MA, TX
- **Exams passed:** Series 65 (2024)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** https://www.monumentgroupcompanies.com/

## Frequently asked questions

### Is Gregory Racki a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Gregory holds no broker registration, and Monument Group Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Gregory charge for financial advice?

Gregory's firm, Monument Group Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Gregory Racki based?

Gregory Racki is based in Concord, Massachusetts.

### Is Gregory Racki registered with the SEC?

Yes. Gregory Racki is registered as an investment adviser representative in MA and TX (CRD 7384318), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Monument Group Wealth Advisors manage?

Monument Group Wealth Advisors reports $678.9M across 702 accounts in assets under management.

### How do I contact Gregory Racki?

Through Gregory's website, www.monumentgroupcompanies.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7384318): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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