Monica Felton
Monica Felton is a CFP-designated registered investment advisor at The Elliott Group, based in Scottsdale, AZ, with 15 years of industry experience. Monica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
The Elliott Group works with Matson Money to manage your investments. Matson Money collects the advisory fee, which is generally 0.95% of your portfolio, but this is negotiable. The maximum combined fee paid to The Elliott Group and Matson Money will not exceed 1.45% annually. This fee is deducted from your account quarterly in advance. You will also pay fees embedded in the mutual funds used in your portfolio. Lower fees may be available from other sources.
Location
Scottsdale, AZ
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2024Criminal
May 1991Other Business ActivitiesSells Insurance
Monica sells fixed life insurance through various life insurance companies, dedicating about half her time to this activity. She also owns and manages personal real estate investments through The Elliott Group Financial Solutions, LLC, spending minimal time on this endeavor.
Employment History
Current Registrations
The Elliott Group
Previous Registrations
Oneamerica Securities, 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.