Monique Holloway
AMC Wealth · Chicago, Illinois
Monique Holloway is a fee-only financial advisor at AMC Wealth in Chicago, Illinois, who holds the CFP credential. Monique charges a percentage of assets and hourly fees (0.3%–1% a year of assets managed and a $100,000 asset minimum).
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Facts
| Firm | AMC Wealth |
|---|---|
| Based in | Chicago, Illinois |
| Fee model | Percentage of assets · Hourly |
| Fees (firm's website) | 0.3%–1% a year of assets managed · A $100,000 asset minimum |
| Assets under management | $111.0M across 256 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in DE, NY · CRD 6399357 |
| Exams passed | Series 65 (2014) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | amcwealth.com |
How Monique's firm compares
- AMC Wealth's average account is about $434,000, from its Form ADV (assets managed divided by 256 accounts).
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Questions about Monique
Is Monique Holloway a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Monique holds no broker registration, and AMC Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Monique charge for financial advice?
Monique charges a percentage of assets and hourly fees.
How much does Monique charge?
According to AMC Wealth's website, checked October 30, 2026: 0.3%–1% a year of assets managed; a $100,000 asset minimum.
Where is Monique Holloway based?
Monique Holloway is based in Chicago, Illinois.
What credentials does Monique Holloway hold?
Monique Holloway holds the CFP credential.
Is Monique Holloway registered with the SEC?
Yes. Monique Holloway is registered as an investment adviser representative in DE and NY (CRD 6399357), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does AMC Wealth manage?
AMC Wealth reports $111.0M across 256 accounts in assets under management.
How do I contact Monique Holloway?
Through Monique's website, amcwealth.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
- AMC Wealth 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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