TrueAdvisor
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EH
CFP
EH
CFP

Emily Marie Harper

Monument Wealth Management
13 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Monument Wealth Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
213 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$465.1M

Fee Structure

Minimum Investment:$3M
Financial Planning:Included in AUM fee

Location

1940 Duke Street, Suite 6100, Alexandria, VA, 22314

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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.

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Employment History
Current Registrations
Monument Wealth Management
October 2017 - Present · 8 yrs 4 mos
Previous Registrations
LPL Financial LLCBroker
October 2017 - December 2018 · 1 yr 2 mos
T. Rowe Price Advisory Services, INC.
January 2013 - September 2017 · 4 yrs 8 mos
T. Rowe Price Investment Services, INC.Broker
October 2012 - September 2017 · 4 yrs 11 mos
State Registrations2 states
TXVA
Advisor
Exams
No exam information available for this advisor.