Mark Monreal & Associates
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$2,539,849
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
20
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
20
Average account size
$126,992
About
Mark Monreal & Associates provides discretionary investment supervisory services, written financial plans, and project-based consulting to individuals (both high‑net‑worth and non‑HNW), pension and profit‑sharing plans, charitable organizations, and small businesses. Engagements typically begin with client interviews to establish objectives and an investment policy statement that guides ongoing portfolio management.
The firm emphasizes asset allocation as the primary determinant of portfolio risk and return, implementing diversified global equity exposure intended to capture equity, value, and small‑company risk premiums alongside short‑term, high‑quality fixed income. Portfolios are constructed primarily with institutional‑share mutual funds and ETFs, monitored continuously, and reviewed at least quarterly for rebalancing and alignment with client goals.
Distinctive aspects of the firm include an affiliation with a licensed real estate brokerage and the principal’s background in real estate sales, insurance, and prior broker‑dealer registrations, which informs advice on real estate and insurance‑related products in addition to securities. The firm also works with charitable organizations and provides pension consulting and expert‑witness consulting services—areas that are less common for firms of similar asset size.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
General retirement planning
Cash flow / budgeting
Income planning
Fee options
Financial Planning fees charged on fixed fee basis, typically $250 to $2,500 or higher
$0 - $100,000: 0.4375% quarterly (1.75% annualized) $100,001 - $250,000: 0.3750% quarterly (1.5% annualized) $250,001 - $500,000: 0.3125% quarterly (1.25% annualized) $500,001 - $1,000,000: 0.25% quarterly (1.0% annualized) $1,000,001+: 0.1875% quarterly (0.75% annualized)
Consulting services hourly fees range from $75 to $150 per hour
Account minimum: $1,000 minimum annual fee generally required (equivalent to $400,000 AUM at highest tier rate) Minimum fee: Generally $437.50 annual minimum fee, may be reduced at firm's discretion Fee-only: Financial Planning fixed fees typically range from $250 to $2,500 or more depending on complexity
Main office location
Mark Monreal & Associates
Austin TX, United States
Number of offices
1
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
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.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
Forms ADV
Quick links
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