Monson Wealth Management, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$149,456,592
Total clients
364
9% high-net worth
Total advisors
1
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
364
Average account size
$410,595
About
Monson Wealth Management provides investment management and financial planning to individuals, high‑net‑worth clients, and small businesses. Services include discretionary and non‑discretionary portfolio management, creation of individualized Investment Policy Statements, ongoing portfolio monitoring and rebalancing, and financial planning (included for clients with $500,000+ managed and available on an hourly or negotiated basis for other clients).
The firm’s investment approach emphasizes modern portfolio theory and efficient‑market principles, using long‑term trading and multi‑factor models to capture equity and fixed‑income premiums. Portfolios are constructed in‑house around client IPS documents and typically utilize Dimensional funds alongside mutual funds, ETFs, individual equities and bonds, REITs, real estate exposures, and listed digital assets where appropriate.
What is distinctive about Monson is its relatively high client load: the firm manages roughly 364 client relationships, which generates an unusually high client‑to‑advisor ratio compared with peers and shapes its operational model (annual reviews performed by firm management and completed financial plans that are not monitored post‑delivery). The firm also manages all assets internally rather than hiring third‑party managers and relies on custodial relationships that provide institutional trading access and block‑trading capabilities.
Client services
Financial planning
Portfolio management
Expertise
Real estate investing
College savings (529s, UTMA, etc.)
Retirement income strategy
Fee options
Flat fees for financial planning services are negotiable and documented in the agreement.
$0 - $49,999.99: 1.75% annually $50,000 - $149,999: 1.55% annually $150,000 - $299,999: 1.25% annually $300,000 - $2,000,000: 1.00% annually $2,000,001 - $2,999,999: 0.75% annually $3,000,000+: Negotiable
Up to $500 per hour for financial planning services.
Account minimum: $250,000 Fee-only: Financial planning services offered at $500 per hour for clients with less than $500,000 AUM; planning fees negotiable for more complex services or clients under minimum.
Main office location
Monson Wealth Management, Inc.
8503 W Clearwater Ave, Suite D
Kennewick WA 99336, United States
Number of offices
1
Most active in
Monson Wealth Management, Inc. has reported serving >5 clients in these states in the last 12 months.
Idaho · Oregon · Texas · Washington
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 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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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.
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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.
Quick links
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Website
509-628-1358
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