Monson Wealth Management, Inc.
Kennewick, Washington
5.0
2 Reviews
Monson Wealth Management, Inc. is a small investment advisory firm based out of Kennewick, WA, providing comprehensive financial planning and investment management services. With a single office location, the firm serves a diverse client base consisting of over 490 individual clients. Led by Eldon Fielding-Monson, a seasoned registered advisor with the firm since 2014, Monson Wealth Management, Inc. prides itself on its extensive expertise and experience in the financial industry.
The firm manages a substantial amount of assets under management, averaging approximately $99,920,000 per investment advisor. This places them on par w...
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Assets Under Mgmt
$99.92M
Investment Professionals
1
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Educational seminars/workshops
Articles
Articles
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