William Martinet
Monograph Wealth · Manhattan Beach, California
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.
Request an introduction to William →
Specialties
Who they serve
- Multi-generational families
- Ultra high net worth
- Founders
Facts
| Firm | Monograph Wealth |
|---|---|
| Based in | Manhattan Beach, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $3.25B across 1,125 accounts |
| SEC registration | Investment adviser representative in CA · CRD 6267538 |
| Exams passed | Series 63 (2014) · Series 65 (2014) |
| Firm size | 20 employees |
| Disclosures | None reported |
| Website | www.monographwealth.com |
Request an introduction to William
Tell William a little about what you're looking for. William isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about William
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.
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
- Monograph Wealth website : specialties, clients served, and fees, checked October 30, 2026
- 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.
See something wrong? Request a correction. Read our methodology.