Monument Wealth Management fees and pricing
Financial planner in Alexandria, Virginia. Registered with the SEC.
According to its Form ADV Part 2A brochure dated August 11, 2026, Monument Wealth Management charges a flat or project fee of $2,500-$25,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 11, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $2,500-$25,000
“Fixed fees generally range from $2,500 to $25,000 and are negotiable based on the actual services provided, the representative providing the services, the complexity of your situation, other advisory services provided and your history and relationship with us.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Monument Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “We offer discretionary investment management services for a negotiable single specified annual fee.”
- “The annual fee is prorated and paid quarterly in advance through a direct debit to your account.”
- “Fees are prorated based on the number of days services were provided during the final quarter and any prepaid, unearned fees are promptly refunded to you.”
How Monument Wealth Management’s fees compare
- Its flat or project fee of $2,500-$25,000 spans the Virginia median of $4,250. 89% of the 168 other Virginia planners that publish a flat or project fee charge less.
- 14 of the 14 other planners in Alexandria that publish a flat or project fee charge less.
About Monument Wealth Management
- Firm size: 11 employees.
- Credentials named in the brochure: CFA.
- Registered as an adviser: 2012 (14 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
- 1.5% a year
- Clients
- 239
- Employees
- 11
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $648,415,207
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 159882
- Phone
- (703) 504-9600
Can advise clients in 11 states: California, District of Columbia, Florida, Georgia, Maryland, North Carolina, New Jersey, New York, South Carolina, Texas, Virginia
Other planners in Alexandria that publish fees
- 8TH Street Investments, LLCAlexandria$250-$500/hr, $2,000-$7,000
- American Executive Advisors, LLCAlexandria$250/hr, $500-$10,000
- Core Fiduciary AdvisorsAlexandria$250/hr, $350
- Craftwork Capital LLCAlexandria$500-$8,000
- D'agaro Financial Advisory LLCAlexandria$225/hr, $1,500-$2,250
- Fischer Wealth Advisors, LLCAlexandria$150/hr, $800
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.