Monsour Advisory Services, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$98,822,358
This total excludes 4 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
113
24% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
113
Average account size
$874,534
About
The firm provides portfolio management and financial planning primarily for individual clients and also advises employer‑sponsored retirement plans and other institutional clients. Services described in the brochure include discretionary management of equities, fixed income, mutual funds and ETFs, comprehensive financial planning, retirement plan design and oversight, and no‑fee educational seminars and workshops.
Investment strategy is tailored to each client’s risk tolerance and time horizon, using Modern Portfolio Theory, a set of model asset‑allocation ranges (from Aggressive to Income), and a mix of fundamental, technical and cyclical analysis. Financial planning follows the CFP Board’s six‑step process and a three‑stage prepare/integrate/formulate methodology, with ongoing monitoring, quarterly performance reporting, and implementation support for retirement plans.
The firm’s brochure highlights several features that are less common among similar independent advisers: it is licensed as an insurance agent and may receive commissions on insurance sales (noted as approximately 5% of time devoted to insurance), it offers pension consulting and can serve in Limited‑Scope 3(21), 3(38), and Full‑Scope 3(21) ERISA fiduciary roles for retirement plans, and it conducts educational seminars at no charge. The brochure also discloses separate real estate activities (about 5% of time) and reports roughly $92.4 million in client assets under management as of the date of the filing.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
General consulting services
Expertise
Retirement plans for business owners (SEP, solo 401k)
General retirement planning
Fee options
Coordinated financial planning fees offered on fixed fee basis up to $30,000
$1 - $1,000,000: 2.00% (Typical 1.25%) $1,000,001 - $2,000,000: 1.50% (Typical 1.00%) $2,000,001 - $5,000,000: 1.00% (Typical 0.75%) $5,000,001+: Negotiable
May receive commissions on insurance sales such as term or permanent insurance products
Up to $250 per hour for targeted financial planning
Account minimum: $50,000 minimum to open any managed account Fee-only: Financial planning fees: Coordinated fixed fee up to $30,000; Targeted planning $250/hour; Annual retainer equal to half of coordinated fee billed quarterly
Main office location
Monsour Advisory Services, Inc.
2762 Electric Road, Suite B
Roanoke VA 24018, United States
Number of offices
1
Most active in
Monsour Advisory Services, Inc. has reported serving >5 clients in these states in the last 12 months.
Virginia
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.
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.
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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.
Forms ADV
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