# William Martinet

> William Martinet is a fee-only financial advisor at Monograph Wealth in Manhattan Beach, California. William focuses on estate & legacy planning, family wealth transfer and founders (pre-exit). Monograph Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/william-martinet/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Monograph Wealth
- **Based in:** Manhattan Beach, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $3.25B across 1,125 accounts
- **Specialties:** Estate & legacy planning, Family wealth transfer, Founders (pre-exit)
- **Works with:** Multi-generational families, Ultra high net worth, Founders
- **CRD:** 6267538 (https://adviserinfo.sec.gov/individual/summary/6267538)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 63 (2014), Series 65 (2014)
- **Firm size:** 20 employees
- **Disclosures:** None reported
- **Website:** http://www.monographwealth.com

## Frequently asked questions

### Is William Martinet a fee-only financial advisor?

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

### How does William charge for financial advice?

William's firm, Monograph Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is William Martinet based?

William Martinet is based in Manhattan Beach, California.

### What does William specialize in?

William's specialties include estate & legacy planning, family wealth transfer and founders (pre-exit). William works with multi-generational families, ultra high net worth and founders.

### Is William Martinet registered with the SEC?

Yes. William Martinet is registered as an investment adviser representative in CA (CRD 6267538), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Monograph Wealth manage?

Monograph Wealth reports $3.25B across 1,125 accounts in assets under management.

### How do I contact William Martinet?

Through William's website, www.monographwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6267538): 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
- The firm's website (https://www.monographwealth.com/): specialties, clients served, and fees, checked October 30, 2026

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