Thomas Rooney
Monument Advisers · Richmond, Virginia
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.
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Facts
| Firm | Monument Advisers |
|---|---|
| Based in | Richmond, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $9.5M across 75 accounts |
| SEC registration | Investment adviser representative in VA · CRD 8066060 |
| Exams passed | Series 65 (2025) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.monumentadvisers.com |
How Thomas's firm compares
- Monument Advisers's average account is about $127,000, from its Form ADV (assets managed divided by 75 accounts).
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Questions about Thomas
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.
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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