Monica Sipes
QuadCap Wealth Management · Frisco, Texas
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.
Request an introduction to Monica →
Specialties
Who they serve
- Executives
- Pre-retirees
Facts
| Firm | QuadCap Wealth Management |
|---|---|
| Based in | Frisco, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.34B across 1,974 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 5724163 |
| Exams passed | Series 63 (2009) · Series 66 (2011) |
| Firm size | 23 employees |
| Disclosures | None reported |
| Website | www.quadcapwm.com |
| Profile |
Request an introduction to Monica
Tell Monica a little about what you're looking for. Monica isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Monica
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.
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
- QuadCap 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.
See something wrong? Request a correction. Read our methodology.