Jonathan Monroe
New Wave Financial · Collegeville, Pennsylvania
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.
Request an introduction to Jonathan →
Specialties
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 | $261K across 6 accounts |
| SEC registration | Investment adviser representative in PA · CRD 6282465 |
| Exams passed | Series 66 (2014) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.newwavefinancial.org |
How Jonathan's firm compares
- New Wave Financial's average account is about $44,000, from its Form ADV (assets managed divided by 6 accounts).
Request an introduction to Jonathan
Tell Jonathan a little about what you're looking for. Jonathan 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 Jonathan
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.
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
- New Wave Financial 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.
See something wrong? Request a correction. Read our methodology.