TrueAdvisor
TrueAdvisor
TJ
TJ

Tom Wright

Monetary Management Group INC
28 Years of Experience
St Louis, MO
Sells Insurance
View SEC Summary
View SEC Summary

Tom Wright is a registered investment advisor at Monetary Management Group INC, based in St Louis, MO, with 28 years of industry experience. Tom operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 117 clients with $580M in assets under management.

Monetary Management Group INC
Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
117 clients
Average Client Portfolio
$5.0M average
Assets Under Management
$583.8M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Equities are charged 1.0% to 2.0% per year; fixed income is charged 0.50% to 1.0% per year. The maximum schedule rate shown is 2.0%. Subject to a $2,500 annual minimum fee. Fees are negotiable based on account size and asset mix.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

13537 Barrett Parkway Drive, Suite 325, St Louis, MO, 63021

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Tom is the president of Monetary Management Group (MMG), spending most of his time on this. He also conducts fixed insurance business through NEC Insurance and is a registered representative with Moloney Securities, spending minimal time on this activity.

Employment History
Current Registrations
Monetary Management Group INC
December 1999 - Present · 26 yrs 10 mos
Previous Registrations
Moloney Securities CO., INC.Broker
March 2021 - November 2025 · 4 yrs 8 mos
Moloney Securities CO., INC.Broker
January 2018 - January 2021 · 3 yrs
Moloney Securities CO., INC.Broker
May 1998 - December 2017 · 19 yrs 7 mos
State Registrations2 states
MOTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in St Louis, MO →All financial advisors in Missouri →