Mitchell Monson
MBE Wealth Management · Tomah, Wisconsin
Mitchell Monson is a fee-only financial advisor at MBE Wealth Management in Tomah, Wisconsin. MBE Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | MBE Wealth Management |
|---|---|
| Based in | Tomah, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $977.1M across 5,412 accounts |
| SEC registration | Investment adviser representative in AZ · CRD 4425228 |
| Exams passed | Series 63 (2004) · Series 65 (2019) |
| Firm size | 18 employees |
| Disclosures | None reported |
| Website | www.mbewealth.com |
How Mitchell's firm compares
- MBE Wealth Management's average account is about $181,000, from its Form ADV (assets managed divided by 5,412 accounts).
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Questions about Mitchell
Is Mitchell Monson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mitchell holds no broker registration, and MBE Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mitchell charge for financial advice?
Mitchell's firm, MBE Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Mitchell Monson based?
Mitchell Monson is based in Tomah, Wisconsin.
Is Mitchell Monson registered with the SEC?
Yes. Mitchell Monson is registered as an investment adviser representative in AZ (CRD 4425228), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does MBE Wealth Management manage?
MBE Wealth Management reports $977.1M across 5,412 accounts in assets under management.
How do I contact Mitchell Monson?
Through Mitchell's website, www.mbewealth.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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