Firm
Monson Wealth Management
Kennewick, Washington
Fee-only
Monson Wealth Management at a glance
- One of 298 fee-only firms based in Washington in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 3 employees and 364 individual clients, 33 of them high net worth.
- Its average account is about $182,000 (assets it manages divided by its 822 accounts).
Fee-only advisors in Washington · What fee-only advisors charge in Washington
Facts
| Based in | Kennewick, Washington |
|---|---|
| Website | monsonwealthmanagement.com |
| [email protected] | |
| Phone | (509) 628-1358 |
Monson Wealth Management fees
Monson 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $149 million |
| Individual clients | 331 |
| High-net-worth clients | 33 |
| Accounts managed | 822 |
| Employees | 3 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-122296) |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 169857 |