Guillermo Monge
Wealth Management Partners · Tucson, Arizona
Guillermo Monge is a fee-only financial advisor at Wealth Management Partners in Tucson, Arizona. Guillermo charges a percentage of assets (1.25% a year on the first tier of assets managed and a $500,000 asset minimum) and focuses on retirement planning and estate & legacy planning.
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Specialties
Who they serve
- High earners
- Executives
Facts
| Firm | Wealth Management Partners |
|---|---|
| Based in | Tucson, Arizona |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1.25% a year on the first tier of assets managed · A $500,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $793.5M across 2,270 accounts |
| SEC registration | Investment adviser representative in AZ · CRD 3204917 |
| Exams passed | Series 63 (1999) · Series 65 (2000) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.wmpaz.com |
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Questions about Guillermo
Is Guillermo Monge a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Guillermo holds no broker registration, and Wealth Management Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Guillermo charge for financial advice?
Guillermo charges a percentage of assets.
How much does Guillermo charge?
According to Wealth Management Partners's website, checked October 30, 2026: 1.25% a year on the first tier of assets managed; a $500,000 asset minimum.
Where is Guillermo Monge based?
Guillermo Monge is based in Tucson, Arizona.
What does Guillermo specialize in?
Guillermo's specialties include retirement planning and estate & legacy planning. Guillermo works with high earners and executives.
Is Guillermo Monge registered with the SEC?
Yes. Guillermo Monge is registered as an investment adviser representative in AZ (CRD 3204917), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wealth Management Partners manage?
Wealth Management Partners reports $793.5M across 2,270 accounts in assets under management.
How do I contact Guillermo Monge?
Through Guillermo's website, www.wmpaz.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
- Wealth Management Partners 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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