{"url":"https://nivawealth.com/firms/monument-group-wealth-advisors-111908","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/111908","regulatoryAum":678889192,"crd":"111908","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"3070341","suffix":null,"lastName":"MCGOWAN","firstName":"LEE","middleName":"CHRISTOPHER"},{"crd":"7384318","suffix":"Jr.","lastName":"Racki","firstName":"Gregory","middleName":null},{"crd":"4385779","suffix":"JR.","lastName":"WOODMAN","firstName":"BYRON","middleName":"EWART"}],"total":3,"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":"2021-07-23","regulatoryAum":377686931,"clients":117,"employees":4,"offices":1},{"filedOn":"2022-05-02","regulatoryAum":456366228,"clients":138,"employees":4,"offices":1},{"filedOn":"2023-03-24","regulatoryAum":429359466,"clients":149,"employees":6,"offices":1},{"filedOn":"2024-07-30","regulatoryAum":535577652,"clients":171,"employees":8,"offices":1},{"filedOn":"2025-03-18","regulatoryAum":578785178,"clients":170,"employees":7,"offices":2},{"filedOn":"2026-07-13","regulatoryAum":678889192,"clients":173,"employees":7,"offices":2}],"secFileNumber":"801-60480","legalName":"Monument Group Wealth Advisors, LLC","displayName":"Monument Group Wealth Advisors","slug":"monument-group-wealth-advisors-111908","website":null,"logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/111908/f062e4a9e92f88e6-r1.webp","tone":"light","width":918,"height":200,"sourceUrl":"https://www.monumentgroupwealth.com/","sourceLabel":"Monument Group Wealth Advisors, LLC, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":"2001","organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"801 Main Street, Suite 14","city":"Concord","state":"MA","stateName":"Massachusetts","country":"United States","postalCode":"01742"},"tradeNames":[],"registration":{"secApproved":"14 August 2001","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":4011815.071005917,"staff":{"employees":7,"advisory":3,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":678889192,"discretionary":678889192,"discretionaryAccounts":702,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":1,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":20,"regulatoryAum":9709213},{"label":"High-net-worth individuals","clients":149,"regulatoryAum":668287534},{"label":"Charitable organizations","clients":1,"fewerThan5":true,"regulatoryAum":892445},{"label":"Other","clients":3,"regulatoryAum":0}],"feePrograms":[{"role":"main","program":"Investment Management - Master Planning","feeBasis":"marginal","fee_tiers":[{"to":2500000,"pct":1,"from":0},{"to":5000000,"pct":0.75,"from":2500000},{"to":null,"pct":0.5,"from":5000000}],"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018472","versionId":1018472,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-03-13","documentName":"FORM ADV 2A DISCLOSURE BROCHURE","fee_rate_low":0.5,"fee_rate_high":1,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Family Office Services","summary":"Typically $100,000 to $200,000 per annum, asset-based or on a retainer basis, paid quarterly in advance or in arrears.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018472","versionId":1018472,"submittedOn":"2026-03-13","documentName":"FORM ADV 2A DISCLOSURE BROCHURE"},{"role":"other","program":"Financial Planning and Consulting","summary":"Fixed fee of $2,000 to $30,000, which may be negotiable depending on complexity; on a limited basis, hourly at $250 to $500 per hour.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018472","versionId":1018472,"submittedOn":"2026-03-13","documentName":"FORM ADV 2A DISCLOSURE BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T06:15:13.020771+00:00","documents":[{"name":"FORM ADV 2A DISCLOSURE BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018472","versionId":1018472,"submittedOn":"2026-03-13"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":339522741},{"name":"Fidelity Brokerage Services LLC","shortName":"Fidelity","location":"Smithfield, RI","smaAssets":200366848}],"custodyNote":"Monument Group Wealth Advisors has custody of $270M in client assets for 130 clients.","otherCustodians":[],"leadership":[{"name":"Lee McGowan","title":"President, Chief Compliance Officer & Senior Wealth Advisor","crd":"3070341"},{"name":"Byron Woodman","title":"Founder and CEO","crd":"4385779"}],"ownership":[{"label":"The Byron Ewart Woodman Trust of 1992","detail":"Shareholder in the 25% to 50% ownership band and a control person, since June 2015."},{"label":"The Byron Ewart Woodman","detail":"Shareholder in the 25% to 50% ownership band and a control person, since June 2015."},{"label":"The Lee Christopher McGowan 2005 Trust Dated August 5, 2005","detail":"Shareholder in the 50% to 75% ownership band and a control person, since August 2005."},{"label":"The Lee Christopher McGowan","detail":"Shareholder in the 50% to 75% ownership band and a control person, since August 2005."},{"label":"Byron Woodman","detail":"Indirect owner: trustee of The Byron Ewart Woodman Trust of 1992 and a control person, since January 1992.","parent":"The Byron Ewart Woodman Trust of 1992"},{"label":"Lee McGowan","detail":"Indirect owner: trustee of The Lee Christopher McGowan 2005 Trust Dated August 5, 2005 and a control person, since August 2005.","parent":"The Lee Christopher McGowan 2005 Trust Dated August 5, 2005"},{"label":"Lauren Donahue","detail":"Indirect owner: trustee of The Byron Ewart Woodman Trust of 1992, since September 2025.","parent":"The Byron Ewart Woodman Trust of 1992"},{"label":"Rose McGowan","detail":"Indirect owner: trustee of The Lee Christopher McGowan 2005 Trust Dated August 5, 2005, since August 2005.","parent":"The Lee Christopher McGowan 2005 Trust Dated August 5, 2005"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"Massachusetts","offices":2,"addresses":[{"street":"801 Main Street, Suite 14","city":"Concord","headquarters":true},{"street":"55 Union Street","city":"Boston"}]}],"brochureServices":["education planning","estate planning","family office services","tax planning"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"978-369-7705","stateRegisteredReps":3,"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","Portfolio management for businesses (other than small businesses) or institutional clients","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"101-250","assetMix":[{"label":"Exchange-traded equity securities","percent":3},{"label":"U.S. government/agency bonds","percent":8},{"label":"U.S. state and local bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":82},{"label":"Cash and cash equivalents","percent":3},{"label":"Other","percent":3,"detail":"Certificates of Deposit"}],"privateFunds":0},"sources":{"adv1FilingDate":"13 July 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/111908/PDF/111908.pdf","brochureDate":"13 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018472","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 Monument Group Wealth Advisors have?","answer":"Monument Group Wealth Advisors has 173 clients and manages $679 million for them, as of July 2026. They include 149 high-net-worth individuals, 20 individual clients and 3 other clients.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 13 July 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Monument Group Wealth Advisors offer?","answer":"Monument Group Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, education planning, estate planning, family office services, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Monument Group Wealth Advisors charge?","answer":"Monument Group Wealth Advisors charges 0.50%–1.00% a year for its Investment Management - Master Planning. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.","source":"FORM ADV 2A DISCLOSURE BROCHURE, filed 13 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Monument Group Wealth Advisors use?","answer":"Monument Group Wealth Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $340M and Fidelity Brokerage Services LLC (Smithfield, RI), with $200M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 13 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Monument Group Wealth Advisors have?","answer":"Monument Group Wealth Advisors has 3 investment adviser representatives registered with state securities authorities, out of 7 employees, and 3 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 Monument Group Wealth Advisors invest in?","answer":"At the end of its last fiscal year, Monument Group Wealth Advisors’ separately managed accounts held 82% registered funds (mutual funds, ETFs, BDCs), 8% U.S. government and agency bonds, 3% exchange-traded equities, 3% cash and equivalents, 3% other and 1% state and local bonds. The 3% other category is described as: Certificates of Deposit.","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 Monument Group Wealth Advisors?","answer":"Monument Group Wealth Advisors’ direct owners are the Byron Ewart Woodman Trust of 1992 (25% to 50%), the Byron Ewart Woodman (25% to 50%), the Lee Christopher McGowan 2005 Trust Dated August 5, 2005 (50% to 75%) and the Lee Christopher McGowan (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 13 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Monument Group Wealth Advisors get paid?","answer":"Monument Group Wealth Advisors 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 Monument Group Wealth Advisors?","answer":"Monument Group Wealth Advisors’ main office is at 801 Main Street, Suite 14, Concord, MA 01742. 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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."}