Bryan Monks is a CFP-designated registered investment advisor at Wpwealth LLP, based in Dallas, TX, with 7 years of industry experience. Bryan 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. Their firm serves 507 clients with $1B 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 $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are not to exceed 2.5%. There is a $100 per year administration fee per account. The minimum management fee is $5,000 per year for discretionary managed accounts. Fees and account size minimums are subject to negotiation.
Fee Estimator
Location
8343 Douglas Avenue, Suite 400, Dallas, TX, 75225
Get directionsHistory
Regulatory History (1)
Financial
December 2018Other Business Activities
Bryan referees rugby games for the Texas Rugby Referee Association, a non-investment related activity. This requires minimal time.
Employment History
Current Registrations
Wpwealth LLP
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Wells Fargo Advisors Financial Network, LLCBroker
TD Ameritrade, INC.Broker
State Registrations1 state
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.