{"url":"https://nivawealth.com/firms/monson-wealth-management-169857","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/169857","regulatoryAum":149456592,"crd":"169857","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4256669","suffix":null,"lastName":"FIELDING-MONSON","firstName":"ELDON","middleName":"DEAN"}],"total":1,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2022-04-20","regulatoryAum":109717842,"clients":544,"employees":3,"offices":1},{"filedOn":"2023-03-01","regulatoryAum":99918751,"clients":513,"employees":4,"offices":1},{"filedOn":"2024-03-11","regulatoryAum":115441932,"clients":353,"employees":2,"offices":1},{"filedOn":"2025-02-24","regulatoryAum":130139645,"clients":346,"employees":3,"offices":1},{"filedOn":"2026-03-31","regulatoryAum":149456592,"clients":364,"employees":3,"offices":1}],"secFileNumber":"801-122296","legalName":"Monson Wealth Management, Inc.","displayName":"Monson Wealth Management","slug":"monson-wealth-management-169857","website":"https://monsonwealthmanagement.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/169857/49dd3c27689d12f0-r1.webp","tone":"light","width":276,"height":200,"sourceUrl":"https://www.monsonwealthmanagement.com/","sourceLabel":"Monson Wealth Management, Inc., website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/monsonwealthmanagement/","xUrl":"https://x.com/MonsonWealthMgt","founded":null,"organization":"Washington corporation","fiscalYearEnd":"December","headquarters":{"street":"8503 W Clearwater Ave, Suite D","city":"Kennewick","state":"WA","stateName":"Washington","country":"United States","postalCode":"99336"},"tradeNames":[],"registration":{"secApproved":"10 September 2021","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":410595.032967033,"staff":{"employees":3,"advisory":1,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":149456592,"discretionary":149456592,"discretionaryAccounts":822,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":331,"regulatoryAum":89725475},{"label":"High-net-worth individuals","clients":33,"regulatoryAum":59731117}],"feePrograms":[{"role":"main","program":"Investment Management Fees","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1038901","versionId":1038901,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-03-31","documentName":"MONSON WEALTH MANAGEMENT, INC. ADV PART 2A 03.30.2026","fee_rate_low":0.75,"fee_rate_high":1.75,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"529 Plans and Roth IRAs at American Funds","summary":"Fees for 529 plans and Roth IRAs held directly with American Funds are billed at 1% annually.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1038901","versionId":1038901,"submittedOn":"2026-03-31","documentName":"MONSON WEALTH MANAGEMENT, INC. ADV PART 2A 03.30.2026"},{"role":"other","program":"Company Sponsored Plans","summary":"Fees for company sponsored retirement plans, such as 401(k) and pension plans, are negotiable and set in the written agreement.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1038901","versionId":1038901,"submittedOn":"2026-03-31","documentName":"MONSON WEALTH MANAGEMENT, INC. ADV PART 2A 03.30.2026"},{"role":"other","program":"Financial Planning","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1038901","versionId":1038901,"submittedOn":"2026-03-31","documentName":"MONSON WEALTH MANAGEMENT, INC. ADV PART 2A 03.30.2026"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T14:51:16.828022+00:00","documents":[{"name":"MONSON WEALTH MANAGEMENT, INC. ADV PART 2A 03.30.2026","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1038901","versionId":1038901,"submittedOn":"2026-03-31"}]},"custodians":[{"name":"Axos Clearing LLC","shortName":"Axos Clearing","location":"Omaha, NE","smaAssets":143207406}],"custodyNote":"Monson Wealth Management does not have custody of client assets.","leadership":[{"name":"Eldon Fielding-Monson","title":"Owner and Chief Compliance Officer","crd":"4256669"},{"name":"Stephenie Monson","title":"Owner","crd":"7797465"}],"ownership":[{"label":"Stephenie Monson","detail":"Owner in the 10% to 25% ownership band, since April 2014."},{"label":"Eldon Fielding-Monson","detail":"Owner and chief compliance officer in the 75% or more ownership band and a control person, since March 2006."}],"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Washington","offices":1,"addresses":[{"street":"8503 W Clearwater Ave, Suite D","city":"Kennewick","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"509-628-1358","stateRegisteredReps":1,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses"],"financialPlanningClients":"26-50","assetMix":[{"label":"Exchange-traded equity securities","percent":3},{"label":"Securities issued by registered investment companies or business development companies","percent":95},{"label":"Other","percent":2,"detail":"Nationwide Annuities"}],"privateFunds":0},"sources":{"adv1FilingDate":"31 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/169857/PDF/169857.pdf","brochureDate":"31 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1038901","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Monson Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Monson Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Monson Wealth Management charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Monson Wealth Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Monson Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Monson Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Monson Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Monson Wealth Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Monson Wealth Management registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Monson Wealth Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. 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."}