Eldon Fielding-Monson
Eldon Fielding-Monson is a CFP-designated registered investment advisor at Monson Wealth Management, INC., based in Kennewick, WA, with 26 years of industry experience. Eldon 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 364 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.75% |
| $50K - $150K | 1.55% |
| $150K - $300K | 1.25% |
| $300K - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.75% |
Fees for accounts over $3,000,000 are negotiable. Company-sponsored retirement plans are negotiable. Assets held at American Funds are billed at 1% annually.
Fee Estimator
Location
8503 W Clearwater Ave, Suite D, Kennewick, WA, 99336
Get directionsHistory
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
Monson Wealth Management, INC.
Previous Registrations
Fsic
Waddell & Reed, INC.
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.
Exams
More Advisors
- Carson Willingham, CFPEdward Jones
- Ryan Sullivan, CFP, ChFCAmeriprise Financial Services, LLC
- Jackson Willingham, CFPEdward Jones
- Tyler Scott, CFPLPL Financial LLC
- Kathryn Mulhausen, CFPLPL Financial LLC
- Devyn Deleon, CFPDeleon Wealth LLC