Joseph Chrisman
Monograph Wealth · Manhattan Beach, California
Joseph Chrisman is a fee-only financial advisor at Monograph Wealth in Manhattan Beach, California, who holds the CFA credential. Joseph focuses on estate & legacy planning, family wealth transfer and founders (pre-exit). Monograph Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Joseph →
Specialties
Who they serve
- Multi-generational families
- Ultra high net worth
- Founders
Facts
| Firm | Monograph Wealth |
|---|---|
| Based in | Manhattan Beach, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $3.25B across 1,125 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA · CRD 4668725 |
| Exams passed | Series 66 (2004) |
| Firm size | 20 employees |
| Disclosures | None reported |
| Website | www.monographwealth.com |
Request an introduction to Joseph
Tell Joseph a little about what you're looking for. Joseph 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 Joseph
Is Joseph Chrisman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Monograph Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph's firm, Monograph Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Joseph Chrisman based?
Joseph Chrisman is based in Manhattan Beach, California.
What does Joseph specialize in?
Joseph's specialties include estate & legacy planning, family wealth transfer and founders (pre-exit). Joseph works with multi-generational families, ultra high net worth and founders.
What credentials does Joseph Chrisman hold?
Joseph Chrisman holds the CFA credential.
Is Joseph Chrisman registered with the SEC?
Yes. Joseph Chrisman is registered as an investment adviser representative in CA (CRD 4668725), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Monograph Wealth manage?
Monograph Wealth reports $3.25B across 1,125 accounts in assets under management.
How do I contact Joseph Chrisman?
Through Joseph's website, www.monographwealth.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
- Monograph Wealth 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.