Monument Group Wealth Advisors, LLC fees
Financial planner in Concord, Massachusetts. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 13, 2026, Monument Group Wealth Advisors, LLC (Concord, MA) charges $250-$500 an hour and a flat or project fee of $2,000-$30,000 for financial planning.
- Website: monumentgroupcompanies.com (opens in new tab)
- Call (978) 369-7705
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 13, 2026. Fees can change.
- Hourly rate
- $250-
$500/hr Runs from below the Massachusetts median of $300 to above it.
“On a limited basis, Monument will offer financial planning or consulting services on an hourly basis ranging from $250 to $500 per hour.”
- Flat or project fee
- $2,000-
$30,000 Runs from below the Massachusetts median of $5,375 to above it.
“Monument offers financial planning or consulting services on a fixed fee basis, ranging from $2,000 to $30,000, which may be negotiable depending on the nature and complexity of each Client’s circumstances.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- 7 employees
- Registered since
- 2001 (25 years)
How Monument Group Wealth Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees may be negotiable at the sole discretion of the Advisor.”
- “In addition, Clients may pay fees in advance of the services to be provided or in arrears after the services are complete.”
- “Family Office Services fees are typically paid quarterly and may be paid in advance or in arrears.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 169
- Works with
- Individuals, high net worth individuals, charities, and other
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers
- Assets managed
- $679 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of July 13, 2026
- CRD number
- 111908 (opens in new tab)
- Phone
- (978) 369-7705
Registered or notice filed in 3 states: Massachusetts, New Hampshire, Texas
Other planners in Concord that publish fees
- AVK PartnersConcordFlat up to $25,000
- Cape Ann Capital, Inc.ConcordAnnual $3,000/yr
- Radius Capital AdvisorsConcordFlat $2,000-$5,000
More planners in Massachusetts that publish fees
- Wellfin360LynnfieldHourly $200/hr, Flat $1,500-$3,000
- Black Diamond Financial Planning, LLCArlingtonHourly $220/hr
- MG Financial LLCBraintreeHourly $85-$850/hr
- Kastel Capital Advisors, LLCWellesleyHourly $325/hr
- Montanari Financial Advisors Inc.NorwellHourly $200/hr, Flat $2,500
- Solutions for DivorceGloucesterHourly $350/hr
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.