Monson Wealth Management, Inc.

Monson Wealth Management, Inc. (CRD# 169857) is a financial advisory firm headquartered in Kennewick, WA. They manage $115,441,932 in 851 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
8503 W Clearwater Ave, Suite D, Kennewick, WA 99336
https://www.linkedin.com/company/monsonwealthmanagement/
By the Numbers
  • Total Assets Under Management
    115
    MILLION
  • Total Number of Accounts
    851
    ACCOUNTS
  • Average Account Value
    $135,654
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OR, TX, WA

Financial Advisors at Monson Wealth Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Eldon Fielding-Monson, financial advisor Kennewick WA
Eldon D. Fielding-Monson
CRD#: 4256669
8503 W Clearwater Ave, Suite D, Kennewick, WA 99336

Eldon Fielding-Monson (CRD# 4256669) is an Investment Advisor Representative working at Monson Wealth Management, Inc. in Kennewick, WA and has over 23 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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