Bianca San is a CFP-designated registered investment advisor at Monument Wealth Management, based in Alexandria, VA, with 4 years of industry experience. Bianca 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.
Learn about disclosures →Other Business Activities
Bianca works as a paraplanner for Cassaday & Co. Wealth Management, LLC, dedicating full-time hours to investment-related activities.
Employment History
Current Registrations
Monument Wealth Management
Previous Registrations
Osaic Wealth, INC.Broker
Cassaday & Company, INC.
Amj Financial Wealth Management LLC
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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