Dean Catino is a CFP-designated registered investment advisor at Monument Wealth Management, based in Alexandria, VA, with 24 years of industry experience. Dean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 213 clients with $470M 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% |
Annual fee is negotiable and generally ranges up to a maximum annual fee of 1.50% of assets under management. In certain limited circumstances, Monument Capital Management may, in its sole discretion, offer its services on a fixed annual fee basis.
Fee Estimator
Location
1940 Duke Street, Suite 6100, Alexandria, VA, 22314
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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.
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Dean is a registered investment advisor with Monument Capital Management since 2012. This takes about half of his time.
Employment History
Current Registrations
Monument Wealth Management
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
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