Monson Wealth Management provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 26–50 clients last fiscal year.
Monson Wealth Management reports 364 clients. They include 331 individual clients and 33 high-net-worth individuals. Of its assets, 100.0% ($149M across 822 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 91% | 60% |
| High-net-worth individuals | 9% | 40% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 331 | $89.7M | 60.0% | $271K |
| High-net-worth individuals | 33 | $59.7M | 40.0% | $1.81M |
| Total | 364 | $149M | 100% | $411K |
- Clients
- 331
- Regulatory AUM
- $89.7M
- AUM share
- 60.0%
- Avg. per client
- $271K
- Clients
- 33
- Regulatory AUM
- $59.7M
- AUM share
- 40.0%
- Avg. per client
- $1.81M
Total
- Clients
- 364
- Regulatory AUM
- $149M
- AUM share
- 100%
- Avg. per client
- $411K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
Monson Wealth Management charges 0.75%–1.75% a year for its Investment Management Fees. The fee is billed in advance and is negotiable. The brochure also prices 3 other services, listed under fee details.
Fee details and sources
Other fees
- 529 Plans and Roth IRAs at American Funds
- Fees for 529 plans and Roth IRAs held directly with American Funds are billed at 1% annually.
- Company Sponsored Plans
- Fees for company sponsored retirement plans, such as 401(k) and pension plans, are negotiable and set in the written agreement.
- Financial Planning
- Planning is included in the asset fee for clients with more than $500,000 under management; below that it is $500 an hour, and complex work is a negotiated hourly or flat fee.
Eldon Fielding-Monson owns 75% or more of Monson Wealth Management. The leadership team of Monson Wealth Management includes Chief Compliance Officer Eldon Fielding-Monson. It has 3 employees, 1 of them in advisory roles.
Leadership
Eldon Fielding-MonsonOwner and Chief Compliance Officer- Stephenie MonsonOwner
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 1 in advisory functions
- 1 state-registered rep
- Owns 75% or more of Monson Wealth Management, Inc.
Eldon Fielding-Monson
Control person · since March 2006
- Owns 10% to 25% of Monson Wealth Management, Inc.
Stephenie Monson
since April 2014
Monson Wealth Management’s regulatory assets grew from $110M (April 2022) to $149M (March 2026); clients fell from 544 to 364 and employees were 3 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $149M | 364 | 3 | 1 |
| February 2025 | $130M | 346 | 3 | 1 |
| March 2024 | $115M | 353 | 2 | 1 |
| March 2023 | $99.9M | 513 | 4 | 1 |
| April 2022 | $110M | 544 | 3 | 1 |
Besides its headquarters, Monson Wealth Management has 0 offices, with 1 listed address in Washington.
Washington · 1 listed address
- 8503 W Clearwater Ave, Suite D, KennewickHQ
Contact and registration details
- Legal name
- Monson Wealth Management, Inc.
- Headquarters
- 8503 W Clearwater Ave, Suite D, Kennewick, WA 99336
- Website
- monsonwealthmanagement.com
- Phone
- 509-628-1358
- @monsonwealthmanagement
- SEC file
- 801-122296
- Structure
- Washington corporation
- Fiscal year end
- December
Monson Wealth Management uses Axos Clearing ($143M) as custodian for its separately managed accounts. Monson Wealth Management does not have custody of client assets.
- Axos ClearingAxos Clearing LLC · Omaha, NE · $143M100%
At year end, Monson Wealth Management’s separately managed accounts were mostly in funds (95%).
What the accounts hold
- Stocks3%
- Funds95%
- Other2%
- Nationwide annuities2%
How many clients does Monson Wealth Management have?
Monson Wealth Management has 364 clients and manages $149 million for them, as of March 2026. They include 331 individual clients and 33 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does Monson Wealth Management offer?
Monson Wealth Management provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Monson Wealth Management charge?
Monson Wealth Management charges 0.75%–1.75% a year for its Investment Management Fees. The fee is billed in advance and is negotiable.
Source: MONSON WEALTH MANAGEMENT, INC. ADV PART 2A 03.30.2026, filed 31 March 2026
Which custodians does Monson Wealth Management use?
Monson Wealth Management’s separately managed account assets are held at Axos Clearing LLC (Omaha, NE), with $143M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026
How many financial advisors does Monson Wealth Management have?
Monson Wealth Management has 1 investment adviser representative registered with state securities authorities, out of 3 employees, and 1 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
What does Monson Wealth Management invest in?
At the end of its last fiscal year, Monson Wealth Management’s separately managed accounts held 95% registered funds (mutual funds, ETFs, BDCs), 3% exchange-traded equities and 2% other. The 2% other category is described as: Nationwide Annuities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Monson Wealth Management?
Monson Wealth Management’s direct owners are Stephenie Monson (10% to 25%) and Eldon Fielding-Monson (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does Monson Wealth Management get paid?
Monson Wealth Management 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
Is Monson Wealth Management registered with the SEC?
Yes, Monson Wealth Management has been registered with the SEC as an investment adviser since 10 September 2021. Its CRD number is 169857 and its SEC file number is 801-122296.
Source: Form ADV Part 1A, Item 1, filed 31 March 2026; IAPD firm record
How do I contact Monson Wealth Management?
Monson Wealth Management’s main office is at 8503 W Clearwater Ave, Suite D, Kennewick, WA 99336. Its phone number is 509-628-1358. Its website is monsonwealthmanagement.com.