Cathleen Phelps is a registered investment advisor at Monument Wealth Management, based in Alexandria, VA, with 4 years of industry experience. Cathleen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 239 clients with $650M 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% |
Fees are negotiable and generally range up to 1.50% based on asset amount, composition, and complexity. Accommodation accounts are charged a nominal annual fee of 0.08%.
Fee Estimator
Location
Alexandria, VA
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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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Cathleen is a Manager/Member of CDP Consulting LLC, a consulting firm, since October 2023. She dedicates minimal time to this activity and has no regular duties.
Employment History
Current Registrations
Monument Wealth Management
State Registrations2 states
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.
Exams
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