Monica Carlos
Audible Wealth Management · Silver Spring, Maryland
Monica Carlos is a fee-only financial advisor at Audible Wealth Management in Silver Spring, Maryland. Monica focuses on tax planning, estate & legacy planning and retirement planning. Audible Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Executives
- Retirees
- Pre-retirees
Facts
| Firm | Audible Wealth Management |
|---|---|
| Based in | Silver Spring, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $76.4M across 945 accounts |
| SEC registration | Investment adviser representative in CA, MD, NY · CRD 7604121 |
| Exams passed | Series 65 (2024) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.audiblewealth.com |
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Questions about Monica
Is Monica Carlos a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Monica holds no broker registration, and Audible Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Monica charge for financial advice?
Monica's firm, Audible Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Monica Carlos based?
Monica Carlos is based in Silver Spring, Maryland.
What does Monica specialize in?
Monica's specialties include tax planning, estate & legacy planning, retirement planning and small business owners. Monica works with executives, retirees and pre-retirees.
Is Monica Carlos registered with the SEC?
Yes. Monica Carlos is registered as an investment adviser representative in CA, MD and NY (CRD 7604121), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Audible Wealth Management manage?
Audible Wealth Management reports $76.4M across 945 accounts in assets under management.
How do I contact Monica Carlos?
Through Monica's website, www.audiblewealth.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
- Audible Wealth Management 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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