Gabriella Del Monaco
Advisor at Instrumental Wealth, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Instrumental Wealth, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Tarrytown, NY
Credentials
CFP®, Series 63, Series 65
Industry experience
3 years
Gabriella Del Monaco is a CFP® professional with three years of industry experience, currently advising at Instrumental Wealth, LLC. She previously worked at Ameriprise Financial Services, LLC and Cambridge Investment Research Advisors, Inc. Gabriella holds licenses as a New York insurance agent, focusing on life, health, and variable insurance products. Instrumental Wealth provides financial planning, consulting, and discretionary investment management to individuals, high-net-worth clients, business owners, trusts, estates, and retirement plans. The firm customizes portfolios based on client risk tolerance and objectives, employing a range of investment vehicles and offering integrated planning services for business owners.
Based on Instrumental Wealth, LLC
Financial planning and consulting fees are fixed fees ranging from $1,000 to $15,000 depending on scope and complexity.
$0 - $100,000: 1.50% $100,001 - $250,000: 1.35% $250,001 - $500,000: 1.25% $500,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
Certain supervised persons offer insurance products on a commission basis separately.
Annual technology fee of $40 per account for clients with less than $50,000 in assets under management.
Account minimum: $250,000 Fee-only: Financial planning and consulting fees range from $1,000 to $15,000, negotiable, may be offset against investment advisory fees.
Tarrytown, NY
New York
Instrumental Wealth, LLC
2025 - Present (1 year)
Ameriprise
2023 - 2025 (2 years)
Cambridge Investment Research Advisors
2022 - 2023 (1 year)
Cambridge Investment Research, Inc.
2021 - 2023 (2 years)
University of Maryland
2018 - 2022 (4 years)
Philipse Manor Beach Club
2017 - 2020 (3 years)
Sleepy Hollow High School
2014 - 2018 (4 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
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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.
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