# Monument Group Wealth Advisors, LLC

> Monument Group Wealth Advisors, LLC is an SEC-registered investment advisory firm in Concord, MA, registered since 2001, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated July 13, 2026.

- CRD: 111908
- Filed as: MONUMENT GROUP WEALTH ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Concord, MA
- Filing period: October 2026
- Form ADV filing dated: July 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/111908
- AdvisorCensus page: https://advisorcensus.com/firm/monument-group-wealth-advisors-llc-concord-ma-111908

## Quick answers

**How is Monument Group Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Monument Group Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Monument Group Wealth Advisors, LLC charge?**
Its Form ADV Part 2A brochure dated March 13, 2026 states: Flat fee: $2,000 to $30,000 (financial planning or consulting services); Hourly rate: $250 to $500 an hour (financial planning or consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Monument Group Wealth Advisors, LLC located?**
Monument Group Wealth Advisors, LLC's principal office is in Concord, MA, according to its Form ADV; the August 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Monument Group Wealth Advisors, LLC registered with the SEC or a state?**
Monument Group Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2001. Status as filed: Approved. CRD 111908.

**How much does Monument Group Wealth Advisors, LLC manage?**
Monument Group Wealth Advisors, LLC reports $678,889,192 in regulatory assets under management in its Form ADV filing dated July 13, 2026 (100% discretionary).

**How have Monument Group Wealth Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Monument Group Wealth Advisors, LLC: Regulatory assets under management: $377,686,931 in the October 2021 data and $678,889,192 in the October 2026 data, up 80%. Total employees: 4 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Monument Group Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (149); individuals (other than high net worth individuals) (20); other (3).

**Which custodians does Monument Group Wealth Advisors, LLC use?**
Monument Group Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Monument Group Wealth Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/111908

**Does Monument Group Wealth Advisors, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 13, 2026 says: "Monument generally requires a minimum portfolio for new clients of $2,000,000, which may be waived or reduced at the sole discretion of the Advisor."

**What changed in Monument Group Wealth Advisors, LLC's recent Form ADV filings?**
In the August 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 13, 2026)

- Account minimum: $2,000,000 (the brochure says it may be waived or negotiated)

> Monument generally requires a minimum portfolio for new clients of $2,000,000, which may be waived or reduced at the sole discretion of the Advisor.

- Flat fee: $2,000 to $30,000 (financial planning or consulting services)

> Monument offers financial planning or consulting services on a fixed fee basis, ranging from $2,000 to $30,000, which may be negotiable depending on the nature and complexity of each Client’s circumstances.

- Hourly rate: $250 to $500 an hour (financial planning or consulting services)

> On a limited basis, Monument will offer financial planning or consulting services on an hourly basis ranging from $250 to $500 per hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $678,889,192
- Discretionary: $678,889,192
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 20 | $9,709,213 |
| High net worth individuals | 149 | $668,287,534 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 1 | $892,445 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 3 | $0 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2001 (25 years)
- Employees: 7 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA, NH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Boston, MA

### Websites listed on Form ADV (Item 1.I)
- [monumentgroupcompanies.com](https://monumentgroupcompanies.com)
- [monumentgroupwealth.com](https://monumentgroupwealth.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $377,686,931 | 4 | July 23, 2021 |
| October 2022 | $456,366,228 | 4 | August 29, 2022 |
| October 2023 | $429,359,466 | 6 | March 24, 2023 |
| October 2024 | $535,577,652 | 8 | July 30, 2024 |
| October 2025 | $578,785,178 | 7 | March 18, 2025 |
| October 2026 | $678,889,192 | 7 | July 13, 2026 |

Regulatory assets under management: $377,686,931 in the October 2021 data and $678,889,192 in the October 2026 data, up 80%.
Total employees: 4 in October 2021 and 7 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Regulatory assets under management went from $578,785,178 to $678,889,192 (+17%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Monument Group Wealth Advisors, LLC (CRD 111908): Form ADV filing data as of October 2026.