Lee McGowan
Monument Group Wealth Advisors · Concord, Massachusetts
Lee McGowan is a fee-only financial advisor at Monument Group Wealth Advisors in Concord, Massachusetts, who holds the CFP credential. Monument Group Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Monument Group Wealth Advisors |
|---|---|
| Based in | Concord, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $678.9M across 702 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA, TX · CRD 3070341 |
| Exams passed | Series 63 (1998) · Series 65 (1998) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.monumentgroupcompanies.com |
| Profile |
How Lee's firm compares
- Monument Group Wealth Advisors's average account is about $967,000, from its Form ADV (assets managed divided by 702 accounts).
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Questions about Lee
Is Lee McGowan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lee holds no broker registration, and Monument Group Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lee charge for financial advice?
Lee's firm, Monument Group Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Lee McGowan based?
Lee McGowan is based in Concord, Massachusetts.
What credentials does Lee McGowan hold?
Lee McGowan holds the CFP credential.
Is Lee McGowan registered with the SEC?
Yes. Lee McGowan is registered as an investment adviser representative in MA and TX (CRD 3070341), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Monument Group Wealth Advisors manage?
Monument Group Wealth Advisors reports $678.9M across 702 accounts in assets under management.
How do I contact Lee McGowan?
Through Lee's website, www.monumentgroupcompanies.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
- 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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