Monocot Wealth Management, LLC fees and pricing
Financial planner in Las Vegas, Nevada. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated June 22, 2026, Monocot Wealth Management, LLC charges $350 an hour and a flat or project fee of $10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 22, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350/hr
“The maximum hourly fee to be charged will not exceed $350.”
- Flat or project fee
- $10,000
“Flat fees will not exceed $10,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Monocot Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “It should be noted that when a new relationship joins our firm, the first billing for that relationship is conducted monthly in advance based upon the market value of the assets being managed by our firm on the last day of the previous billing period.”
- “Our Firm will directly invoice our fees to the client or debited from another account managed by our Firm.”
- “Our Retirement Plan Consulting services are billed on an hourly or flat fee basis or a fee based on the percentage of Plan assets under management.”
How Monocot Wealth Management, LLC’s fees compare
- Its hourly rate of $350 is above the Nevada median of $300. 53% of the 64 other Nevada planners that publish an hourly rate charge less.
- 13 of the 24 other planners in Las Vegas that publish an hourly rate charge less.
- Its flat or project fee of $10,000 is above the Nevada median of $5,000. 74% of the 50 other Nevada planners that publish a flat or project fee charge less.
- 20 of the 26 other planners in Las Vegas that publish a flat or project fee charge less.
About Monocot Wealth Management, LLC
- Principal: Josephus Teurlings
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2018 (8 years).
Planning areas mentioned in the brochure
- Retirement planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 78
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $65,501,240
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 282687
- Phone
- (805) 366-3483
Can advise clients in 2 states: California, Nevada
Other planners in Las Vegas that publish fees
- Adaptive Wealth EngineeringLas Vegas$500/hr
- Backbone Planning Partners LLCLas Vegas$500-$15,000, $5,000-$50,000/yr
- Bird Spring Financial LLCLas Vegas$350-$500/hr, $525-$7,500
- Black Card CircleLas Vegas$350/hr, $1,500-$50,000
- Buckley WealthLas Vegas$50,000, $50,000/yr
- Clarity Council Financial, LLCLas Vegas$200/hr, $1,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.