Gregory Racki
Monument Group Wealth Advisors · Concord, Massachusetts
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.
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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 | $678.9M across 702 accounts |
| SEC registration | Investment adviser representative in MA, TX · CRD 7384318 |
| Exams passed | Series 65 (2024) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.monumentgroupcompanies.com |
How Gregory's firm compares
- Monument Group Wealth Advisors's average account is about $967,000, from its Form ADV (assets managed divided by 702 accounts).
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Questions about Gregory
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.
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
- 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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