Mark Rhodes
Monon Wealth Management · Avon, Indiana
Mark Rhodes is a fee-only financial advisor at Monon Wealth Management in Avon, Indiana. Monon Wealth Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Monon Wealth Management |
|---|---|
| Based in | Avon, Indiana |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $546.8M across 1,740 accounts |
| SEC registration | Investment adviser representative in IN · CRD 2786622 |
| Exams passed | Series 63 (1996) · Series 65 (2005) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | music.amazon.com/podcasts/bb084fba-7af1-44ed-8dca-d1841fb9203d/modern-wealth-management |
How Mark's firm compares
- Monon Wealth Management's average account is about $314,000, from its Form ADV (assets managed divided by 1,740 accounts).
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Questions about Mark
Is Mark Rhodes a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and Monon Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mark charge for financial advice?
Mark's firm, Monon Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Mark Rhodes based?
Mark Rhodes is based in Avon, Indiana.
Is Mark Rhodes registered with the SEC?
Yes. Mark Rhodes is registered as an investment adviser representative in IN (CRD 2786622), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Monon Wealth Management manage?
Monon Wealth Management reports $546.8M across 1,740 accounts in assets under management.
How do I contact Mark Rhodes?
Through Mark's website, music.amazon.com/podcasts/bb084fba-7af1-44ed-8dca-d1841fb9203d/modern-wealth-management.
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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