Monetary Solutions, Ltd.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$137,058,567
Clients
123
Advisors
2
of 2 employees
About
Monetary Solutions, Ltd. provides investment advisory and portfolio management services to individuals, trusts, profit‑sharing plans, and corporate or business clients. Offerings include discretionary asset management, financial planning consultations, and limited-scope hourly planning engagements.
The firm emphasizes strategic asset allocation, global diversification, and valuation‑based allocations, primarily investing in no‑load mutual funds and exchange‑traded funds held at Charles Schwab and rebalancing accounts on a research-driven schedule. Client objectives are documented in an Asset Allocation Letter and accounts are generally managed on a discretionary basis to implement the firm’s allocation models.
Notably, Monetary Solutions is affiliated with Goldshot, Lamb & Hobbs, Inc., a certified public accounting firm that provides accounting and tax assistance to clients on an hourly basis, enabling closer coordination of tax and investment work. The firm also manages institutional-type clients such as profit‑sharing plans and corporations in addition to individual investors, and it does not use performance‑based fee arrangements or soft‑dollar practices.
Client services
Expertise
Occupation focus
Fee options
$0 - $250,000: 1.10% $250,001 - $500,000: 0.85% $500,001+: 0.60%
$275 per hour, billed in quarter hour increments
Account minimum: $13,600 Minimum fee: Minimum annual fee of $150, negotiable
Main office
3066 Kettering Blvd
Dayton OH 45439
Advisors at this office
2
Most active in
Ohio · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Jacob A
Series 65
Dayton, OH
Monetary Solutions, Ltd.
Jacob Adams is a financial advisor at Monetary Solutions, Ltd. with a Series 65 designation and one year of industry experience. Prior to joining Monetary Solutions, he worked with Goldshot, Lamb & Hobbs, Inc. and Northwestern Mutual, and he played collegiate summer baseball while attending Ohio Dominican University. Monetary Solutions, Ltd. provides investment advisory and portfolio management services to individuals, trusts, profit-sharing plans, and corporate clients. The firm focuses on strategic asset allocation, global diversification, and valuation-based investments primarily using no-load mutual funds and ETFs, managing accounts on a discretionary basis.
Brian W
CFP®, PFS™
Dayton, OH
Monetary Solutions, Ltd.
Brian Walker is a CFP® and PFS™ with 11 years of industry experience. He is the sole advisor at Monetary Solutions, Ltd., where he has worked since 2015. Walker is also affiliated with the certified public accounting firm GoldShot, Lamb & Hobbs. Monetary Solutions, Ltd. provides investment advisory and asset management services to individuals, trusts, profit-sharing plans, and corporate clients. The firm emphasizes strategic asset allocation and global diversification, implementing valuation-oriented, dynamic allocations primarily through no-load mutual funds and ETFs, with accounts managed on a discretionary basis.
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