A complete list of active advisors currently associated with 8020 Capital Management

Warmer can help you find a great advisor at 8020 Capital Management or one who fits your needs even better.

8020 Capital Management LLC is a newly registered, fee‑only investment adviser that offers wealth management and discretionary portfolio management for individuals and high‑net‑worth clients. The firm provides both ongoing financial planning as part of wealth management and standalone, project‑based financial planning engagements. The firm’s investment approach is asset‑allocation driven, using Modern Portfolio Theory and a mix of passive and active strategies to construct portfolios primarily from stocks, bonds, mutual funds, and ETFs; it may gain exposure to digital assets through publicly traded vehicles rather than holding cryptocurrencies directly. Clients typically grant the firm limited discretionary trading authority and receive periodic account reviews and reports from custodians. Compared with many other advisers in its category, 8020 is notable for offering integrated financial planning plus one‑time project plans billed as fixed fees (typically $5,000–$10,000) and for explicitly operating as a fee‑only adviser that does not accept commissions or performance‑based fees. The firm currently reports no assets under management or active registered advisors, requires clients to custody assets at a recommended institutional platform, and does not serve as a private fund adviser.

To learn more about the advisors currently working at 8020 Capital Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Scott Monroe	San Clemente, CA	21

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