Monograph Wealth Advisors, LLC

Monograph Wealth Advisors, LLC (CRD# 173949) is a financial advisory firm headquartered in El Segundo, CA. They manage $1,127,412,879 in 423 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,127
    MILLION
  • Total Number of Accounts
    423
    ACCOUNTS
  • Average Account Value
    $2,665,279
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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.

CA, OR

Financial Advisors at Monograph Wealth Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Joseph H. Chrisman
CRD#: 4668725
830 South Sepulveda Blvd, Suite 202, El Segundo, CA 90245
96
Wealthminder
score

Joseph Chrisman (CRD# 4668725) is an Investment Advisor Representative working at Monograph Wealth Advisors, LLC in El Segundo, CA and has over 13 years of experience in the finance industry.

2
Matthew B. Haefner
CRD#: 5808314
830 South Sepulveda Blvd, Suite 202, El Segundo, CA 90245
96
Wealthminder
score

Matthew Haefner (CRD# 5808314) is an Investment Advisor Representative working at Monograph Wealth Advisors, LLC in El Segundo, CA and has over 6 years of experience in the finance industry. Matthew Haefner 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.

3
Sean M. Shannon
CRD#: 5270198
830 South Sepulveda Blvd, Suite 202, El Segundo, CA 90245
96
Wealthminder
score

Sean Shannon (CRD# 5270198) is an Investment Advisor Representative working at Monograph Wealth Advisors, LLC in El Segundo, CA and has over 10 years of experience in the finance industry. Sean Shannon 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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