Karen Monborne
Advisors Financial · Mclean, Virginia
Karen Monborne is a fee-only financial advisor at Advisors Financial in Mclean, Virginia, who holds the CFP credential. Karen focuses on retirement planning. Advisors Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Advisors Financial |
|---|---|
| Based in | Mclean, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $321.2M across 723 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in VA · CRD 5976842 |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.advisorsfinancial.com |
How Karen's firm compares
- Advisors Financial's average account is about $444,000, from its Form ADV (assets managed divided by 723 accounts).
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Questions about Karen
Is Karen Monborne a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Karen holds no broker registration, and Advisors Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Karen charge for financial advice?
Karen's firm, Advisors Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Karen Monborne based?
Karen Monborne is based in Mclean, Virginia.
What does Karen specialize in?
Karen's specialties include retirement planning.
What credentials does Karen Monborne hold?
Karen Monborne holds the CFP credential.
Is Karen Monborne registered with the SEC?
Yes. Karen Monborne is registered as an investment adviser representative in VA (CRD 5976842), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Advisors Financial manage?
Advisors Financial reports $321.2M across 723 accounts in assets under management.
How do I contact Karen Monborne?
Through Karen's website, www.advisorsfinancial.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
- Advisors 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.
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