Advisor at MONUMENT Retirement & WEALTH ADVISORY, LLC
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Firm
MONUMENT Retirement & WEALTH ADVISORY, LLC
Location
Allen, TX 75013
Credentials
Series 63, Series 65
Industry experience
11 years
Robert Badali is the principal of MONUMENT Retirement & Wealth Advisory, LLC in Allen, TX, with 11 years of industry experience. He has been with MONUMENT Retirement & Wealth Advisory since 2006 and also serves as president and insurance agent at Monument Insurance & Financial Services, Inc., where he dedicates a significant portion of his time. MONUMENT Retirement & Wealth Advisory provides fee-based financial planning and discretionary investment management to individuals, high-net-worth clients, trusts, and estates, and acts as a solicitor for third-party money managers. The firm’s investment approach incorporates documented client objectives and risk tolerances, using fundamental, technical, and cyclical analysis, with portfolios managed directly or through reviewed sub-advisors and third-party managers.
Based on MONUMENT Retirement & WEALTH ADVISORY, LLC
Based on MONUMENT Retirement & WEALTH ADVISORY, LLC
Financial planning fees range from $100 to $2,500 depending on complexity and agreement
Up to 1.75% annually (maximum, negotiable)
450 Century Parkway, Suite 250
Allen, TX 75013
Texas
MONUMENT Retirement & WEALTH ADVISORY, LLC
2006 - Present (20 years)
Monument Insurance & Financial Services, Inc.
2004 - Present (22 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
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.
Verified by Warmer
Series 63, Series 66
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