Eldon Fielding-Monson has been Owner and Chief Compliance Officer of Monson Wealth Management since March 2006, is a control person of the firm and directly owns 75% or more of it.
Monson Wealth Management, Inc. is a Kennewick, WA firm with $149M under management, 364 clients and 1 adviser in one office, as of its March 2026 filing.
Eldon Fielding-Monson is Founder & Registered Investment Advisor of Monson Wealth Management, based in Kennewick, Washington. He founded the firm in 2000. His work includes building investment models, refining tax strategies and retirement planning.
Eldon Fielding-Monson’s longest registration is the current one, 12 years at Monson Wealth Management since 2014. Before joining Monson Wealth Management in 2014, Eldon Fielding-Monson was registered through Fsic and Waddell & Reed, Inc.
- – present · 12 yearsKennewick, WA · Adviser representative · Firm CRD 169857
- Fsic– · 8 yearsKennewick, WA · Adviser representative · Firm CRD 37813
- Waddell & Reed, Inc.– · 5 yearsKennewick, WA · Adviser representative · Firm CRD 866
Professional designations
Listed by Monson Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Retirement Income Certified Professional® (RICP®)
Investment adviser representative registrations
Eldon Fielding-Monson is registered as an investment adviser representative in Washington, since March 2014.
- WashingtonSince 18 March 2014
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 5 September 2000 |
| Series 7 | General Securities Representative Examination | 25 August 2000 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Eldon Dean Fielding-Monson
- CRD
- 4256669
- Firm
- Monson Wealth Management · CRD 169857
- Role
- Owner and Chief Compliance Officer
- Office
- 8503 W CLEARWATER AVE, SUITE D, Kennewick, WA 99336
- Registration
- Investment adviser registration
- In the industry since
- September 2000
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- monsonwealthmanagement.com
Where does Eldon Fielding-Monson work?
Eldon Fielding-Monson has been Owner and Chief Compliance Officer of Monson Wealth Management, Inc. since March 2006, and is a control person of the firm.
Is Eldon Fielding-Monson a financial advisor?
Yes. Eldon Fielding-Monson has a current investment-adviser registration in Washington, through Monson Wealth Management since March 2014.
How many years of experience does Eldon Fielding-Monson have?
Eldon Fielding-Monson has 26 years in the financial industry, since September 2000, across 3 adviser firms.
What exams has Eldon Fielding-Monson passed?
Eldon Fielding-Monson has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in August 2000.
Where did Eldon Fielding-Monson work before Monson Wealth Management?
Before Monson Wealth Management, Eldon Fielding-Monson was registered through Waddell & Reed, Inc., September 2000 to March 2006.
Where is Eldon Fielding-Monson based?
Eldon Fielding-Monson’s registered office is in Kennewick, WA.
Is Eldon Fielding-Monson registered with FINRA?
No. Eldon Fielding-Monson has no current broker registration.
Is Eldon Fielding-Monson a CFP?
Monson Wealth Management lists Eldon Fielding-Monson with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Eldon Fielding-Monson, CFP, RICP biography, monsonwealthmanagement.com
How can I verify Eldon Fielding-Monson’s record?
Search CRD 4256669 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Eldon Fielding-Monson’s full registration record.