The Monitor Group, Inc.
Martinez, Georgia
The Monitor Group, Inc. at a glance
- One of 307 fee-only firms based in Georgia in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 3 employees and 174 individual clients, 61 of them high net worth.
- Its average account is about $256,000 (assets it manages divided by its 654 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Georgia · What fee-only advisors charge in Georgia
Facts
| Based in | Martinez, Georgia |
|---|---|
| Website | themonitorgroup.net |
| [email protected] | |
| Phone | (706) 854-8040 |
Questions about The Monitor Group, Inc.
How is The Monitor Group, Inc. paid?
The Monitor Group, Inc.'s Form ADV says it is paid by: percentage of assets, fixed fees.
How many advisors does The Monitor Group, Inc. have in the Wellspent public graph?
The Wellspent public graph lists 2 advisors at The Monitor Group, Inc., and 2 hold the CFP.
What is the average account at The Monitor Group, Inc.?
The Monitor Group, Inc.'s average account is about $256,000. That's the assets on its Form ADV divided by its 654 accounts.
What does The Monitor Group, Inc. specialize in?
The Monitor Group, Inc.'s advisors and website list flat-fee planning.
Is The Monitor Group, Inc. accepting new clients?
Yes, according to The Monitor Group, Inc.'s website, checked October 28, 2026.
The Monitor Group, Inc. fees
The Monitor Group, Inc. doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: flat fee. 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 | $167 million |
| Individual clients | 113 |
| High-net-worth clients | 61 |
| Accounts managed | 654 |
| Employees | 3 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-121908) |
| Financial planning | Offered |
| Form ADV filed | March 20, 2026 |
| SEC record | CRD 126576 |
Advisors at this firm (2)
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