Monson Wealth Management, Inc.
Monson Wealth Management, Inc. (CRD# 169857) is a financial advisory firm headquartered in Kennewick, WA. They manage $60,120,630 in 821 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management60MILLION
Total Number of Accounts821ACCOUNTS
Average Account Value$73,229
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Eldon Monson (CRD# 4256669) is an Investment Advisor Representative working at Monson Wealth Management, Inc. in Kennewick, WA and has over 19 years of experience in the finance industry. Eldon Monson 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.