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Nathan Wade Tonsager

Monument Wealth Management
9 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
June 2022 - Present · 3 yrs 8 mos
Previous Registrations
Madison Avenue Securities, LLCBroker
October 2018 - June 2022 · 3 yrs 8 mos
Campbell Wealth Management, INC.
July 2018 - June 2022 · 3 yrs 11 mos
LPL Financial LLCBroker
May 2018 - October 2018 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2017 - April 2018 · 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2017 - April 2018 · 10 mos
Buttonwood Partners, INC.Broker
August 2016 - June 2017 · 10 mos
State Registrations3 states
NYTXVA
Advisor
Exams
No exam information available for this advisor.