MD
CFP
MD
CFP

Monica Lynn Dwyer

20 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
418 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$582.6M

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
Minimum Annual Fee:$5,000
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Location

8840 Cincinnati-Dayton Road, West Chester, OH, 45069

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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

Monica is an independent marketing representative for Melaleuca Inc., selling grocery items by mail through home parties since 2015. This activity requires minimal time.

Employment History
Current Registrations
Harvest Financial Advisors, LLC
April 2018 - Present · 7 yrs 10 mos
Previous Registrations
Strategic Advisers, INC.
July 2009 - March 2018 · 8 yrs 8 mos
Fidelity Brokerage Services LLCBroker
October 2007 - March 2018 · 10 yrs 5 mos
Fidelity Brokerage Services LLCBroker
August 2005 - September 2007 · 2 yrs 1 mo
State Registrations4 states
INKYOHPA
Advisor
Exams
No exam information available for this advisor.