Monument Group Wealth Advisors, LLC

Wealth Management Firm in Middlesex County, MA

Firm Info
Address: 801 Main St #14, Concord, MA 01742, USA
Phone: (978) 369-7705

Firm Size
Assets Under Management: $456.4 million
# of Advisors: 3
# of Clients: 457
Client to Advisor Ratio: 152:1
Average Account Size: $998,613
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Selection of Others Advisors

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

Get Connected with a Financial Advisor

* required fields

Monument Group Wealth Advisors, LLC Overview

Monument Group Wealth Advisors, LLC, is a fee-only investment advisory firm based in Concord, MA, that has been in business since 2001. As an investment advice-only firm, they offer a range of financial planning services to individuals, small businesses, and institutional clients. These services include portfolio management services tailored to the unique needs and goals of their clients. Their portfolio management services are designed to provide customized investment strategies designed to help clients meet their objectives. They have experience managing both individual and institutional clients' portfolios to achieve long-term financial growth while minimizing risk. In addition to portfolio management, Monument Group Wealth Advisors, LLC, also consults clients on strategic financial planning decisions, helping them to make informed choices about their future financial decisions. They are known for being a firm that puts their clients' best interests first, resulting in long-term client satisfaction and trust. Finally, Monument Group Wealth Advisors, LLC, offers a unique service of helping clients select and manage other investment advisors they may be working with. This added offering ensures clients are receiving well-rounded advice and their assets are being managed by only the best in the industry. Overall, the firm's goal is to provide expert advice and guidance while building long-lasting relationships with their clients.

MONUMENT GROUP WEALTH ADVISORS, LLC caters to a diverse array of clients, including individuals and high net worth individuals. This well-respected wealth management firm understands the specific needs and goals of each individual client, allowing them to provide a customized approach to financial planning and management. Their team of seasoned professionals have a wealth of experience and expertise, enabling them to navigate the complexities of the financial world and provide advice that is tailored to each client's unique circumstances. When it comes to fee structures, MONUMENT GROUP WEALTH ADVISORS, LLC offers several options to suit each client's preference and circumstance. The most common fee structure is based on a percentage of assets under management (AUM), which is calculated by taking a percentage of the total amount of assets that the firm manages on behalf of the client. For clients who prefer to pay based on the amount of time spent on their account, MONUMENT GROUP WEALTH ADVISORS, LLC also offers an hourly fee structure. Lastly, there are fixed fees available for specific services, like financial planning, tax planning, and retirement planning. With these various options available, clients can choose the fee structure that best fits their needs and budget, knowing that they are receiving expert advice and guidance every step of the way.

Typical Clients, Fee Structures & Investment Minimum

According to Monument Group Wealth Advisors, LLC's Part 2 Brochure, the firm generally requires a minimum relationship size of $1,000,000. This investment minimum may be reduced at the sole discretion of the Advisor. However, it is important to note that the amount of each type of Client is available on the Advisor's Form ADV Part 1A, which may change over time and is updated at least annually by the Advisor. Therefore, potential clients should consult with the Advisor to determine if the investment minimum has changed or if special circumstances apply.

How This Office Can Help Middlesex County, MA Residents

Monument Group Wealth Advisors, LLC assists clients in Middlesex County, MA by providing comprehensive wealth management services tailored to meet their specific needs and financial goals. The firm offers a range of services, including investment management, retirement planning, tax planning, estate planning, and risk management. Clients in Middlesex County, MA may face a variety of financial situations, such as saving for retirement, planning for college tuition, buying a home, or navigating complex tax laws. The team at Monument Group works closely with clients to understand their unique financial circumstances and develop personalized solutions designed to help them achieve their financial objectives. With a focus on transparency, objectivity, and long-term results, Monument Group helps clients navigate the complexities of the financial world and achieve financial security and peace of mind.

To view the Minimum Investment and Fee Schedule for Monument Group Wealth Advisors, LLC, visit their Part 2 Brochure.

Services Offered by Monument Group Wealth Advisors, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.

Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Monument Group Wealth Advisors, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Subscription (Newsletter or Periodical)
Performance-based Fees

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.

This Office Location

Firm location 801 Main St #14, Concord, MA 01742, USA
Phone (978) 369-7705
Google My Business Reviews:

Other Office Locations

Firm Headquarters
Firm headquarters location 801 MAIN STREET SUITE 14, CONCORD, MA 1742, United States

This firm has no other locations.

State Registrations

Monument Group Wealth Advisors, LLC is registered to service clients in the following states:

  • Massachusetts
  • New Hampshire
  • Texas

Disciplinary History

Monument Group Wealth Advisors, LLC does not have any disclosures. Please visit it's Form ADV for more details.

Updated on March 31, 2023