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They include 85 individual clients, 38 high-net-worth individuals and 1 charitable organization.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 18 August 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Monetary Solutions offer?","answer":"Monetary Solutions provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Monetary Solutions charge?","answer":"Monetary Solutions charges 0.60%–1.10% a year for its Advisory Service Agreement. Each asset band is charged at its own rate. The fee is billed in arrears, is negotiable, has a $150 annual minimum and requires an account of at least $13,600.","source":"FORM ADV - NARRATIVE BROCHURE, filed 10 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Monetary Solutions use?","answer":"Monetary Solutions’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $140M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 18 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Monetary Solutions have?","answer":"Monetary Solutions has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Monetary Solutions invest in?","answer":"At the end of its last fiscal year, Monetary Solutions’ separately managed accounts held 68% registered funds (mutual funds, ETFs, BDCs), 16% exchange-traded equities, 12% cash and equivalents, 3% U.S. government and agency bonds, 1% state and local bonds and 1% investment grade corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Monetary Solutions have a minimum investment?","answer":"Yes, Monetary Solutions’ minimum account size for its Advisory Service Agreement is $13.6K. It charges a $150 annual minimum fee.","source":"FORM ADV - NARRATIVE BROCHURE, filed 10 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Monetary Solutions?","answer":"Monetary Solutions’ direct owners are James Hobbs, Anthony Colussi, Brian Walker and Toby Huelsman, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 18 August 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Monetary Solutions get paid?","answer":"Monetary Solutions is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Monetary Solutions?","answer":"Monetary Solutions’ main office is at 3066 Kettering BLVD, Dayton, OH 45439. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}