Monograph Wealth Advisors, LLC fees and pricing

Financial planner in Manhattan Beach, California. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 27, 2026, Monograph Wealth Advisors, LLC charges $500 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $500/hr; “Monograph’s hourly rate typically starts at $500 per hour, however, Monograph also retains the discretion to negotiate alternative rates on a client-by-client basis.”

Payment and refund terms, quoted from the fee section of the brochure.

“Monograph’s investment advisory fees are typically assessed quarterly, in arrears, based upon the average daily value of assets in the client’s account(s) during the preceding calendar quarter.”
“Should the client open or terminate an account during a quarter, the Firm’s fee will be prorated based on the number of days that the account was open during the quarter.”
“Fixed fees are typically charged quarterly, in advance.”

Its hourly rate of $500 is above the California median of $300. 85% of the 932 other California planners that publish an hourly rate charge less.
3 of the 4 other planners in Manhattan Beach that publish an hourly rate charge less.

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: 206
Employees: 20
Works with: Individuals, high net worth individuals, charities, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, and educational seminars and workshops
Assets managed: $3,247,943,717
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 173949
Website: monographwealth.com (opens in new tab)
Phone: (310) 496-7377

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