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The Monitor Group, Inc.

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Client assets under management

$167,226,479

Clients

174

35% high-net worth

Advisors

2

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

87

High

Average account size

$961,072

About

The Monitor Group, Inc. provides personalized financial planning and investment management to individuals, families, trusts and estates. The firm delivers written financial plans and Investment Policy Statements and offers ongoing advisory relationships that can include discretionary portfolio management or limited-scope engagements.

Its investment approach emphasizes strategic asset allocation implemented primarily with no‑load mutual funds and exchange‑traded funds, combining active and passive management, sector exposures, and global diversification. Security analysis draws on fundamental and technical methods and model outputs, and client accounts receive at least semi‑annual reviews and quarterly performance reporting.

The firm is structured as a fee‑only adviser that does not accept commissions, performance‑based fees, or soft‑dollar arrangements and reports no material affiliations with product sellers. Noteworthy operational practices include a small adviser team managing about $167 million for roughly 174 clients while maintaining no stated account minimum, a billing policy that earns the initial financial‑planning fee upon plan presentation, and the use of third‑party custodians with clients retaining proxy‑voting responsibility.

Client services

Financial planning Portfolio management

Expertise

General retirement planning General tax planning Cash flow / budgeting

Fee options

Fixed

Fixed annual fee for Financial Planning payable quarterly in advance; Letter of Agreement fixed fee for special or limited engagements

Other

Minimum fee: No minimum fee Fee-only: Fees for Investment Advisory Services range from 0.5% to 1.25% annually, negotiable; Financial Planning and Investment Advisory fees range from $150 to $7,500 quarterly, fixed annual fee payable quarterly in advance

Main office location

The Monitor Group, Inc.

534 Blackburn Drive

Martinez GA 30907, United States

Number of offices

1

Most active in

More info

Florida · Georgia · South Carolina · Tennessee · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 706-854-8040

Advisors at this firm

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Paul M

CFP®

Martinez, GA

The Monitor Group, Inc.

Paul Mcnair is a CFP® professional with 14 years of experience, currently serving at The Monitor Group, Inc. since 2007. He is based in Martinez, GA, and works alongside one other advisor at the firm. The Monitor Group, Inc. provides personalized financial planning and investment management to individuals, families, trusts, and estates. The firm operates as a fee-only advisor with approximately $154.4 million in assets under management, emphasizing strategic asset allocation with global diversification and using no-load mutual funds, ETFs, and selective sector funds.

General retirement planning General tax planning Cash flow / budgeting
user avatar

Mark H

CFP®

Martinez, GA

The Monitor Group, Inc.

Mark Holdwick Jr. is a CFP® professional with four years of experience at The Monitor Group, Inc., where he has worked since 2017. Prior to joining the firm, he was a student from 2012 to 2017 and briefly unemployed in 2017. The Monitor Group, Inc. provides personalized financial planning and investment management services to individuals, families, trusts, and estates, managing approximately $154.4 million in assets. The firm operates as a fee-only advisor with a focus on strategic asset allocation, global diversification, and formalized fiduciary processes.

General retirement planning General tax planning Cash flow / budgeting
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