Matthew Mohlman
Monument Advisers · Carmel, Indiana
Matthew Mohlman is a fee-only financial advisor at Monument Advisers in Carmel, Indiana. Monument Advisers reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Monument Advisers |
|---|---|
| Based in | Carmel, Indiana |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $9.5M across 75 accounts |
| SEC registration | Investment adviser representative in IN, VA · CRD 5298051 |
| Exams passed | Series 65 (2014) · Series 66 (2007) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.monumentadvisers.com |
| Profile |
How Matthew's firm compares
- Monument Advisers's average account is about $127,000, from its Form ADV (assets managed divided by 75 accounts).
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Questions about Matthew
Is Matthew Mohlman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Monument Advisers 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, Monument Advisers, reports charging a percentage of assets on its SEC Form ADV.
Where is Matthew Mohlman based?
Matthew Mohlman is based in Carmel, Indiana.
Is Matthew Mohlman registered with the SEC?
Yes. Matthew Mohlman is registered as an investment adviser representative in IN and VA (CRD 5298051), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Monument Advisers manage?
Monument Advisers reports $9.5M across 75 accounts in assets under management.
How do I contact Matthew Mohlman?
Through Matthew's website, www.monumentadvisers.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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