Stephanie Wilson
Monon Wealth Management · Indianapolis, Indiana
Stephanie Wilson is a fee-only financial advisor at Monon Wealth Management in Indianapolis, Indiana, who holds the CFP credential. 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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IN · CRD 5186882 |
| Exams passed | Series 63 (2006) · Series 66 (2014) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | music.amazon.com/podcasts/bb084fba-7af1-44ed-8dca-d1841fb9203d/modern-wealth-management |
How Stephanie'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 Stephanie
Is Stephanie Wilson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephanie 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 Stephanie charge for financial advice?
Stephanie's firm, Monon Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Stephanie Wilson based?
Stephanie Wilson is based in Indianapolis, Indiana.
What credentials does Stephanie Wilson hold?
Stephanie Wilson holds the CFP credential.
Is Stephanie Wilson registered with the SEC?
Yes. Stephanie Wilson is registered as an investment adviser representative in IN (CRD 5186882), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
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 Stephanie Wilson?
Through Stephanie'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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