Monument Retirement & Wealth Advisory, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 15, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$100⁠-⁠$2,500

“The planning fees can range between $100 $2,500 and depending on the degree of planning desired as agreed upon in advance, in writing, depending upon the complexity of the financial situation and the estimate of hours for service.”

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

How Monument Retirement & Wealth Advisory, LLC bills

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

• “Clients placed with TPMs will be billed in accordance with the TPM’s Fee Schedule which will be disclosed to the client prior to signing an agreement.”
• “Method of Compensation and Fee Schedule Advisor bases its fees on a percentage of assets under management, negotiable fixed fees Sub-Advisor fees and solicitor fees from third party money managers.”
• “Fees are charged monthly in arrears calculated based on the average daily balance of the Account during the billing period.”

How Monument Retirement & Wealth Advisory, LLC’s fees compare

• Its flat or project fee of $100-$2,500 is below the Texas median of $3,850. 13% of the 401 other Texas planners that publish a flat or project fee charge less.
• None of the 4 other planners in Allen that publish a flat or project fee charge less.

About Monument Retirement & Wealth Advisory, LLC

• Principal: Robert C. Badali
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2009 (17 years).

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

1.75% a year

Clients

23

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

$7,901,478

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

135311

Website

monument-tx.com (opens in new tab)

Phone

(972) 422-9145

Other planners in Allen that publish fees

• Cadence Financial Advisors, LLCAllen$1,500⁠-⁠$5,000, $150⁠-⁠$500/mo
• High Flight Financial LLCAllen$200⁠-⁠$400/hr
• Maguire Stewardship PartnersAllen$1,000⁠-⁠$5,000, $100⁠-⁠$500/mo
• Money Calculus LLCAllen$300/hr
• Think Different Wealth Advisors LLCAllen$250⁠-⁠$500/hr, $1,000⁠-⁠$5,000
• Velaga AdvisorsAllen$300/hr, $3,000⁠-⁠$5,000

Compare all 13 planners in Allen