Guillermo Monge is a registered investment advisor at Wealth Management Partners, LLC, based in Tucson, AZ, with 26 years of industry experience. Guillermo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 799 clients with $790M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The maximum annual fee charged for asset management services will not exceed 1.50%. Fees are negotiable.
Fee Estimator
Location
1980 E River Road, Suite 120, Tucson, AZ, 85718
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Regulatory History
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 →Employment History
Current Registrations
Wealth Management Partners, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Nova Financial & Insurance Services
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Nova Financial Services
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Bbva Wealth Solutions INC.
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Chase Investment Services CORP.Broker
Chase Investment Services CORP.
Cue Financial Group, INC.Broker
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Primevest Financial Services, INC.
Primevest Financial Services, INC.Broker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
H.D. Vest Investment Securities, INC.Broker
State Registrations1 state
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.