# Monica Sipes

> Monica Sipes is a fee-only financial advisor at QuadCap Wealth Management in Frisco, Texas, who holds the CFP credential. Monica focuses on retirement planning, estate & legacy planning and tax planning. QuadCap Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/monica-sipes/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** QuadCap Wealth Management
- **Based in:** Frisco, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $1.34B across 1,974 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Family wealth transfer
- **Works with:** Executives, Pre-retirees
- **CRD:** 5724163 (https://adviserinfo.sec.gov/individual/summary/5724163)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (2009), Series 66 (2011)
- **Firm size:** 23 employees
- **Disclosures:** None reported
- **Website:** http://www.quadcapwm.com

## Frequently asked questions

### Is Monica Sipes a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Monica holds no broker registration, and QuadCap 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, QuadCap Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Monica Sipes based?

Monica Sipes is based in Frisco, Texas.

### What does Monica specialize in?

Monica's specialties include retirement planning, estate & legacy planning, tax planning and family wealth transfer. Monica works with executives and pre-retirees.

### What credentials does Monica Sipes hold?

Monica Sipes holds the CFP credential.

### Is Monica Sipes registered with the SEC?

Yes. Monica Sipes is registered as an investment adviser representative in TX (CRD 5724163), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does QuadCap Wealth Management manage?

QuadCap Wealth Management reports $1.34B across 1,974 accounts in assets under management.

### How do I contact Monica Sipes?

Through Monica's website, www.quadcapwm.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5724163): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.quadcapwm.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.