Monitor Wealth Group

Monitor Wealth Group (CRD# 134561) is a financial advisory firm headquartered in Wooster, OH. They manage $25,000,000 in 35 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    35
    ACCOUNTS
  • Average Account Value
    $714,286
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Monitor Wealth Group
Showing 1 - 1 of 1 top financial advisors.
1
Stefan J. Garcia
CRD#: 4445746
2285 Eagle Pass, Suite C, Wooster, OH 44691
96
Wealthminder
score

Stefan Garcia (CRD# 4445746) is an Investment Advisor Representative working at Monitor Wealth Group in Wooster, OH and has over 15 years of experience in the finance industry. Stefan Garcia has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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