Monies Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Monies Wealth is a fee‑based registered investment adviser that provides personalized investment management, financial planning and limited‑scope consulting to individuals, families and high‑net‑worth clients. Services disclosed in the brochure include portfolio construction and monitoring, retirement and estate planning, special‑needs planning, divorce financial planning, deferred executive compensation reviews, and targeted consulting on discrete issues.
The firm follows a structured, one‑on‑one discovery process to document financial circumstances and risk tolerance, then constructs diversified portfolios using fundamental, technical and cyclical analysis and conducts at least quarterly reviews. It typically delivers advisory services under asset‑based arrangements and custodial relationships that facilitate trade execution and reporting, while offering hourly planning and recommending alternative investments only for appropriately qualified clients.
Monies Wealth is small in scale—managing roughly $1.0 million for a handful of clients—and the principal’s background combines academic credentials with specialist consulting, including a Ph.D. in economics, forensic‑economics expert witness work, §280G valuation consulting, and service on a county appraisal review board. Uncommonly for an independent RIA, certain firm officers are licensed insurance agents and may receive commissions on recommended insurance and annuity products; the brochure discloses this potential conflict and states clients are under no obligation to purchase insurance through the firm.
Client services
Expertise
Fee options
$0 - $500,000: 1.00% >$500,000 - $1,000,000: 0.90% >$1,000,000 - $2,000,000: 0.80% >$2,000,000 - $3,000,000: 0.70% >$3,000,000+: 0.60%
Commission compensation from sale of insurance products recommended by licensed insurance agents within the firm
Financial planning hourly rate ranges from $300 to $600 per hour depending on complexity
Fee-only: Hourly fees for financial planning: $300 to $600 per hour, negotiable depending on complexity
Main office
2520 South Interstate 35, Ste 102
Austin TX 78704
Advisors at this office
1
Most active in
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
Forms ADV
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