Firm
Monument Group Wealth Advisors
Concord, Massachusetts
Fee-only
Monument Group Wealth Advisors at a glance
- One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
- 3 advisors are listed here; 1 of 3 hold the CFP.
- Its Form ADV reports 7 employees and 169 individual clients, 149 of them high net worth.
- Its average account is about $967,000 (assets it manages divided by its 702 accounts).
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Concord, Massachusetts |
|---|---|
| Website | monumentgroupcompanies.com |
| Phone | (978) 369-7705 |
Monument Group Wealth Advisors fees
Monument Group Wealth Advisors 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 | $679 million |
| Individual clients | 20 |
| High-net-worth clients | 149 |
| Accounts managed | 702 |
| Employees | 7 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-60480) |
| Financial planning | Offered |
| Form ADV filed | July 13, 2026 |
| SEC record | CRD 111908 |