Advisor at Monocacy Wealth Management, 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.
Firm
Monocacy Wealth Management, LLC
Location
Cape Coral, FL
Credentials
Series 65
Industry experience
< 1 year
Gavin Collins is a financial advisor at Monocacy Wealth Management, LLC, holding a Series 65 designation. He has no prior industry experience as a financial advisor but has worked in real estate and consulting roles, including as a sales agent and custom home specialist with Miloff Aubuchon Realty Group. Outside of advisory activities, he is involved in real estate consulting and custom home sales. Monocacy Wealth Management provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs diversified asset-allocation strategies and integrates tax, insurance, and real estate services through its affiliated companies.
Based on Monocacy Wealth Management, LLC
$1,500 to $10,000
$0 - $500,000: 1.50% $500,000.01 - $1,000,000: 1.25% $1,000,000.01 - $3,000,000: 1.00% $3,000,000.01+: 0.75%
$200 to $350 per hour
Fee-only: Hourly fees range from $200 to $350; Flat fees range from $1,500 to $10,000
Cape Coral, FL
Florida
Miloff Aubuchon Realty Group
2024 - Present (2 years)
Robert Slack
2023 - 2024 (1 year)
Clarity
2022 - 2024 (2 years)
Clarity
2020 - 2021 (1 year)
Kintivo
2019 - 2019 (1 year)
Sandy Spring Park
2018 - 2018 (1 year)
Multiple Schools
2016 - 2021 (5 years)
Rita's Italian Ice
2014 - 2016 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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