Matthew Brendan Haefner

CFP

Monograph Wealth Advisors, LLC

14 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningCharitable GivingHigh Net Worth

Monograph Wealth Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

7 advisors

Number of Clients

197 clients

Average Client Portfolio

$13.1M average

Assets Under Management

$2.6B

Fee Structure

Financial Planning:Included in AUM fee

Minimum Annual Fee:$85,000

Location

1230 Rosecrans Avenue, Suite 425, Manhattan Beach, CA, 90266

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.

Employment History

Current Registrations

Monograph Wealth Advisors, LLC

January 2017 - Present · 9 yrs 1 mo

Previous Registrations

Syndicated Capital, INC.Broker

November 2014 - December 2015 · 1 yr 1 mo

Oakwood Capital Management LLC

November 2012 - December 2016 · 4 yrs 1 mo

Credit Suisse Securities (USA) LLC

September 2011 - November 2012 · 1 yr 2 mos

Credit Suisse Securities (USA) LLCBroker

August 2011 - November 2012 · 1 yr 3 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.