Monroe Wealth Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 13, 2026. Fees can change, so confirm with the firm before you hire them.

Quarterly fee

$1,250/qtr

“Business Consultation Fee MWM business consultation fee is $1,250 per quarter paid in advance for MWM clients who own businesses.”

Annual fee

$10,000/yr

“There is a $10,000 annual minimum paid quarterly.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Monroe Wealth Management LLC bills

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

• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “The fee is to be charged quarterly in advance and will not exceed $10,000 annually.”
• “No fee changes will be made without explicit permission and agreement from the client in advance.”

How Monroe Wealth Management LLC’s fees compare

• Its annual fee of $10,000 is above the California median of $6,250. 64% of the 224 other California planners that publish an annual fee charge less.
• 9 of the 11 other planners in San Francisco that publish an annual fee charge less.

About Monroe Wealth Management LLC

• Principal: Glen Monroe
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2019 (7 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

55

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$72,220,885

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

300513

Website

monroewm.com (opens in new tab)

Phone

(510) 990-1803

Other planners in San Francisco that publish fees

• Amoretti Capital ManagementSan Francisco$450/hr
• Applied AdvisorSan Francisco$285/hr, $285
• Benningfield Financial Advisors, LLCSan Francisco$375/hr, $7,500/qtr
• Berkeley Investment AdvisorsSan Francisco$6,000/yr
• BPM Wealth Advisors, LLCSan Francisco$250⁠-⁠$50,000
• Bridgelane FinancialSan Francisco$500/hr, $5,000⁠-⁠$20,000

Compare all 107 planners in San Francisco