Monica Ladson is a registered investment advisor at Elm3 Financial Group, LLC, based in Alpharetta, GA. Monica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 287 clients with $190M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
287 clients
Average Client Portfolio
$659K average
Assets Under Management
$189.0M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5M+ | 0.70% |
Quarterly fees may be less for employee-related accounts, at Elm3's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
5755 North Point Pkwy, Suite 92, Alpharetta, GA, 30022-1145
Get directionsHistory
Regulatory History (2)
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Financial
June 2024Final
Financial
January 2024Final
Employment History
Current Registrations
Elm3 Financial Group, LLC
December 2025 - Present · 5 mos
State Registrations2 states
GATX
Advisor
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
No exam information available for this advisor.