Matthew Haefner
Monograph Wealth · Manhattan Beach, California
Matthew Haefner is a fee-only financial advisor at Monograph Wealth in Manhattan Beach, California, who holds the CFP credential. Matthew 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.
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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 | CFP |
| SEC registration | Investment adviser representative in CA · CRD 5808314 |
| Exams passed | Series 66 (2011) |
| Firm size | 20 employees |
| Disclosures | None reported |
| Website | www.monographwealth.com |
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Questions about Matthew
Is Matthew Haefner a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew 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 Matthew charge for financial advice?
Matthew's firm, Monograph Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Matthew Haefner based?
Matthew Haefner is based in Manhattan Beach, California.
What does Matthew specialize in?
Matthew's specialties include estate & legacy planning, family wealth transfer and founders (pre-exit). Matthew works with multi-generational families, ultra high net worth and founders.
What credentials does Matthew Haefner hold?
Matthew Haefner holds the CFP credential.
Is Matthew Haefner registered with the SEC?
Yes. Matthew Haefner is registered as an investment adviser representative in CA (CRD 5808314), 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 Matthew Haefner?
Through Matthew'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.
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