# Jonathan Monroe

> Jonathan Monroe is a fee-only financial advisor at New Wave Financial in Collegeville, Pennsylvania. Jonathan charges a percentage of assets (1% a year on the first tier of assets managed) and focuses on retirement planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/jonathan-monroe/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** New Wave Financial
- **Based in:** Collegeville, Pennsylvania
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1% a year on the first tier of assets managed
- **Assets under management (firm):** $261K across 6 accounts
- **Specialties:** Retirement planning, Estate & legacy planning
- **CRD:** 6282465 (https://adviserinfo.sec.gov/individual/summary/6282465)
- **SEC registration:** Investment adviser representative in PA
- **Exams passed:** Series 66 (2014)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.newwavefinancial.org/

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Jonathan holds no broker registration, and New Wave Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jonathan charge for financial advice?

Jonathan charges a percentage of assets.

### How much does Jonathan charge?

According to New Wave Financial's website, checked October 30, 2026: 1% a year on the first tier of assets managed.

### Where is Jonathan Monroe based?

Jonathan Monroe is based in Collegeville, Pennsylvania.

### What does Jonathan specialize in?

Jonathan's specialties include retirement planning and estate & legacy planning.

### Is Jonathan Monroe registered with the SEC?

Yes. Jonathan Monroe is registered as an investment adviser representative in PA (CRD 6282465), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does New Wave Financial manage?

New Wave Financial reports $261K across 6 accounts in assets under management.

### How do I contact Jonathan Monroe?

Through Jonathan's website, www.newwavefinancial.org.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6282465): 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
- The firm's website (https://www.newwavefinancial.org/): specialties, clients served, and fees, checked October 30, 2026

---

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