# Thomas Rooney

> Thomas Rooney is a fee-only financial advisor at Monument Advisers in Richmond, Virginia. Monument Advisers reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/thomas-rooney/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Monument Advisers
- **Based in:** Richmond, Virginia
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $9.5M across 75 accounts
- **CRD:** 8066060 (https://adviserinfo.sec.gov/individual/summary/8066060)
- **SEC registration:** Investment adviser representative in VA
- **Exams passed:** Series 65 (2025)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://www.monumentadvisers.com

## Frequently asked questions

### Is Thomas Rooney a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and Monument Advisers reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Thomas charge for financial advice?

Thomas's firm, Monument Advisers, reports charging a percentage of assets on its SEC Form ADV.

### Where is Thomas Rooney based?

Thomas Rooney is based in Richmond, Virginia.

### Is Thomas Rooney registered with the SEC?

Yes. Thomas Rooney is registered as an investment adviser representative in VA (CRD 8066060), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Monument Advisers manage?

Monument Advisers reports $9.5M across 75 accounts in assets under management.

### How do I contact Thomas Rooney?

Through Thomas's website, www.monumentadvisers.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8066060): 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

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