Monson Wealth Management, Inc. fees and pricing

Financial planner in Kennewick, Washington. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 31, 2026, Monson Wealth Management, Inc. charges $500 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $500/hr; “For those that maintain less than $500,000 under management, we offer financial planning services at the rate of services at the rate of $500 per hour The specific services to be performed are described in the written agreement with us that also includes the hourly or flat fee rate, an estimate of the time to…”

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

“Fees for Company Sponsored plans (401k’s, Profit Sharing, Pension Plans, SIMPLE, SEP IRA’s etc.) are negotiable and will be reflected in the written agreement between us.”
“Our financial planning fees are negotiable.”
“Payment of Fees Investment Management fees are paid quarterly in advance and are deducted directly from your account(s) pursuant to written authorization contained within our advisory agreement with you.”

Its hourly rate of $500 is above the Washington median of $300. 95% of the 216 other Washington planners that publish an hourly rate charge less.
2 of the 2 other planners in Kennewick 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: 1.75% a year
Clients: 364
Employees: 3
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $149,456,592
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 169857
Website: linkedin.com/company/monsonwealthmanagement (opens in new tab)
Phone: (509) 628-1358

Can advise clients in 4 states: Idaho, Oregon, Texas, Washington

Is something on this page wrong or out of date?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.