Firm
Monroe Wealth Management
San Francisco, California
Fee-only
Monroe Wealth Management at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 55 individual clients, 43 of them high net worth.
- Its average account is about $242,000 (assets it manages divided by its 299 accounts).
- Its ongoing planning fee starts at $16,000 a year, above the California median of $6,000.
- Its website says it's taking new clients.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | San Francisco, California |
|---|---|
| Website | monroewm.com |
| [email protected] | |
| Phone | (510) 990-1803 |
Monroe Wealth Management fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $16,000 a year |
|---|---|
| Asset-based fee | 0.25% to 0.8% a year |
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"$4,000 Quarterly Fee" source
"Over $10,000,000 0.25%" source
"$2,000,001 - $3,000,000 Flat 0.8%" source
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 · Fixed fees |
|---|---|
| Assets managed | $72 million |
| Individual clients | 12 |
| High-net-worth clients | 43 |
| Accounts managed | 299 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | May 13, 2026 |
| SEC record | CRD 300513 |