Raymond Kramer
Monon Wealth Management · Indianapolis, Indiana
Raymond Kramer is a fee-only financial advisor at Monon Wealth Management in Indianapolis, Indiana. Monon Wealth Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Monon Wealth Management |
|---|---|
| Based in | Indianapolis, Indiana |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $546.8M across 1,740 accounts |
| SEC registration | Investment adviser representative in IN, TX · CRD 3247207 |
| Exams passed | Series 63 (1999) · Series 65 (2006) |
| Firm size | 10 employees |
| Disclosures | Reported; see the SEC record |
| Website | music.amazon.com/podcasts/bb084fba-7af1-44ed-8dca-d1841fb9203d/modern-wealth-management |
| Profile |
How Raymond's firm compares
- Monon Wealth Management's average account is about $314,000, from its Form ADV (assets managed divided by 1,740 accounts).
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Questions about Raymond
Is Raymond Kramer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Raymond holds no broker registration, and Monon Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Raymond charge for financial advice?
Raymond's firm, Monon Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Raymond Kramer based?
Raymond Kramer is based in Indianapolis, Indiana.
Is Raymond Kramer registered with the SEC?
Yes. Raymond Kramer is registered as an investment adviser representative in IN and TX (CRD 3247207), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Monon Wealth Management manage?
Monon Wealth Management reports $546.8M across 1,740 accounts in assets under management.
How do I contact Raymond Kramer?
Through Raymond's website, music.amazon.com/podcasts/bb084fba-7af1-44ed-8dca-d1841fb9203d/modern-wealth-management.
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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