Advisor at Monson Wealth Management, Inc.
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Firm
Monson Wealth Management, Inc.
Location
Kennewick, WA 99336
Credentials
CFP®, Series 66
Industry experience
25 years
Eldon Fielding Monson is the principal advisor at Monson Wealth Management, Inc. in Kennewick, WA. He holds the CFP® and Series 66 designations and has 25 years of industry experience. He has led Monson Wealth Management since its founding in 2014. Monson Wealth Management provides advisory services to individuals, high-net-worth clients, and small businesses, offering portfolio management and financial planning tailored to client-specific Investment Policy Statements. The firm’s investment approach emphasizes long-term trading based on modern portfolio theory and the efficient market hypothesis, using factor-aware strategies implemented primarily through pooled vehicles such as Dimensional Funds.
Based on Monson Wealth Management, Inc.
Flat fees for financial planning services are negotiable and documented in the agreement.
$0 - $49,999.99: 1.75% annually $50,000 - $149,999: 1.55% annually $150,000 - $299,999: 1.25% annually $300,000 - $2,000,000: 1.00% annually $2,000,001 - $2,999,999: 0.75% annually $3,000,000+: Negotiable
Up to $500 per hour for financial planning services.
Account minimum: $250,000 Fee-only: Financial planning services offered at $500 per hour for clients with less than $500,000 AUM; planning fees negotiable for more complex services or clients under minimum.
8503 W Clearwater Ave, Suite D
Kennewick, WA 99336
Washington
Monson Wealth Management, Inc
2014 - Present (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
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