Firm
Monon Wealth Management
Indianapolis, Indiana
Fee-only
Monon Wealth Management at a glance
- One of 147 fee-only firms based in Indiana in the Wellspent graph.
- 7 advisors are listed here; 3 of 7 hold the CFP.
- Its Form ADV reports 10 employees and 505 individual clients, 130 of them high net worth.
- Its average account is about $314,000 (assets it manages divided by its 1,740 accounts).
Fee-only advisors in Indiana · What fee-only advisors charge in Indiana
Facts
| Based in | Indianapolis, Indiana |
|---|---|
| Website | music.amazon.com/podcasts/bb084fba-7af1-44ed-8dca-d1841fb9203d/modern-wealth-management |
| Phone | (317) 993-3999 |
Monon Wealth Management fees
Monon Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $547 million |
| Individual clients | 375 |
| High-net-worth clients | 130 |
| Accounts managed | 1,740 |
| Employees | 10 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-114130) |
| Financial planning | Offered |
| Form ADV filed | September 29, 2026 |
| SEC record | CRD 289413 |