MONUMENT Retirement & WEALTH ADVISORY, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Monument Retirement & Wealth Advisory, LLC is a small, fee‑based registered investment adviser that serves individuals, high‑net‑worth clients, trusts, and estates; it reports about $7.9 million in discretionary assets across 23 client relationships with a single advisory professional. The firm provides discretionary asset management, financial planning and consulting, and also acts as a solicitor for third‑party money managers.
Investment programs are implemented on a discretionary basis and are built around documented client objectives, time horizons, and risk tolerances, with analysis methods that include fundamental, technical, and cyclical approaches. The firm may engage sub‑advisors or third‑party money managers to implement strategies, delivers written financial plans on a fixed‑fee basis, and conducts periodic account reviews.
What distinguishes the firm from many peers is its material insurance activity: its advisory representatives are independently licensed insurance agents and the principal operates an affiliated insurance business, generating insurance commissions on product sales — a relationship the brochure identifies as a potential conflict of interest. The firm also receives solicitor fees when referring clients to third‑party managers; these compensation sources and the related conflicts are disclosed to clients and addressed through the firm’s disclosure procedures and fiduciary policies.
Client services
Expertise
Fee options
Financial planning fees range from $100 to $2,500 depending on complexity and agreement
Up to 1.75% annually (maximum, negotiable)
Main office
450 Century Parkway, Suite 250
Allen TX 75013
Advisors at this office
1
Most active in
Texas
Also doing business as
60 Plus Financial Advisors · Badali Financial Services · Badali, Robert C · Insued Wealth Management · Insured Wealth Management · Monument Insurance & Financial Services, Inc. · Monument Retirement & Wealth Advisory, LLC · Monument Wealth Advisory, LLC · Robert C. Badali
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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