Eldon Fielding-Monson
Eldon Fielding-Monson is a CFP-designated registered investment advisor at Monson Wealth Management, INC., based in Kennewick, WA, with 25 years of industry experience. Eldon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 346 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.75% |
| $50K - $150K | 1.55% |
| $150K - $300K | 1.25% |
| $300K - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.75% |
Fees are negotiable for accounts over $3,000,000. Fees for 529 Plans/Roth IRAs held directly with American Funds are billed at the rate of 1% annually.
Fee Estimator
Location
8503 W Clearwater Ave, Suite D, Kennewick, WA, 99336
Get directionsHistory
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 →Employment History
Current Registrations
Monson Wealth Management, INC.
Previous Registrations
Fsic
Waddell & Reed, INC.
State Registrations1 state
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