Firm
Monument Wealth Management
Alexandria, Virginia
Fee-only
Monument Wealth Management at a glance
- One of 305 fee-only firms based in Virginia in the Wellspent graph.
- 9 advisors are listed here; 4 of 9 hold the CFP.
- Its Form ADV reports 11 employees and 239 individual clients, 120 of them high net worth.
- Its average account is about $669,000 (assets it manages divided by its 969 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Virginia · What fee-only advisors charge in Virginia
Facts
| Based in | Alexandria, Virginia |
|---|---|
| Website | monumentwealthmanagement.com |
| Phone | (703) 504-9600 |
Monument Wealth Management fees
Monument Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. 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 · Fixed fees |
|---|---|
| Assets managed | $648 million |
| Individual clients | 119 |
| High-net-worth clients | 120 |
| Accounts managed | 969 |
| Employees | 11 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-76802) |
| Financial planning | Offered |
| Form ADV filed | August 12, 2026 |
| SEC record | CRD 159882 |