A complete list of active advisors currently associated with Monroe Wealth Management LLC

Warmer can help you find a great advisor at Monroe Wealth Management LLC or one who fits your needs even better.

Monroe Wealth Management is a fee‑only, state‑registered investment adviser that manages roughly $72.2 million for about 55 individual and high‑net‑worth clients, offering wealth management, discretionary investment management, comprehensive financial planning, and business consulting services for clients who own businesses. The firm also assists with outside manager selection and provides an ongoing subscription‑style financial planning service with periodic reviews and updates. The firm’s investment approach is built on asset allocation and modern portfolio theory, combining passive and active strategies and employing BlackRock’s ETF Model Portfolios for ETF‑based allocations. It may also implement options strategies (including a box spread approach), occasional long/short positions, and tax‑aware alternatives such as exchange funds and direct indexing to address concentrated positions and other client‑specific needs. Noteworthy operational features include a separate fee model for its box spread options strategy and a distinct flat‑fee financial planning‑only option, with options AUM measured using the absolute value of a position’s value‑at‑expiration. The firm generally requires custody of client assets at Charles Schwab, does not aggregate client trades into block orders, and bills certain business consulting services directly to client businesses.

To learn more about the advisors currently working at Monroe Wealth Management LLC, 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
Glen Monroe	San Francisco, CA	12

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