M
Monetary Solutions, Ltd.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$139,673,953
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
123
31% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
123
Average account size
$1,135,561
About
Monetary Solutions, Ltd. provides investment advisory and portfolio management services to individuals, trusts, profit‑sharing plans, and corporate or business clients. Offerings include discretionary asset management, financial planning consultations, and limited-scope hourly planning engagements.
The firm emphasizes strategic asset allocation, global diversification, and valuation‑based allocations, primarily investing in no‑load mutual funds and exchange‑traded funds held at Charles Schwab and rebalancing accounts on a research-driven schedule. Client objectives are documented in an Asset Allocation Letter and accounts are generally managed on a discretionary basis to implement the firm’s allocation models.
Notably, Monetary Solutions is affiliated with Goldshot, Lamb & Hobbs, Inc., a certified public accounting firm that provides accounting and tax assistance to clients on an hourly basis, enabling closer coordination of tax and investment work. The firm also manages institutional-type clients such as profit‑sharing plans and corporations in addition to individual investors, and it does not use performance‑based fee arrangements or soft‑dollar practices.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Active portfolio management
Retirement plans for business owners (SEP, solo 401k)
Occupation focus
Founder/Business Owner
Retired
Fee options
$0 - $250,000: 1.10% $250,001 - $500,000: 0.85% $500,001+: 0.60%
$275 per hour, billed in quarter hour increments
Account minimum: $13,600 Minimum fee: Minimum annual fee of $150, negotiable
Main office location
Monetary Solutions, Ltd.
3066 Kettering Blvd
Dayton OH 45439, United States
Number of offices
1
Most active in
Monetary Solutions, Ltd. has reported serving >5 clients in these states in the last 12 months.
Ohio · Texas
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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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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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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