Monson Wealth Management, Inc.
Monson Wealth Management, Inc. (CRD# 169857) is a financial advisory firm headquartered in Kennewick, WA. They manage $115,441,932 in 851 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management115MILLION
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Total Number of Accounts851ACCOUNTS
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Average Account Value$135,654
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OR, TX, WA
Financial Advisors at Monson Wealth Management, Inc.
1
Eldon Fielding-Monson (CRD# 4256669) is an Investment Advisor Representative working at Monson Wealth Management, Inc. in Kennewick, WA and has over 23 years of experience in the finance industry.
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