BS
CFP
BS
CFP

Bianca S San

3 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
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
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Location

8180 Greensboro Drive, Suite 1180, Mclean, VA, 22102

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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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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
July 2025 - Present · 7 mos
Previous Registrations
Osaic Wealth, INC.Broker
November 2023 - July 2025 · 1 yr 8 mos
Cassaday & Company, INC.
July 2023 - July 2025 · 2 yrs
Amj Financial Wealth Management LLC
December 2021 - February 2023 · 1 yr 2 mos
State Registrations2 states
TXVA
Advisor
Exams
No exam information available for this advisor.
Bianca S San - Financial Advisor | TrueAdvisor