Own Your Monday Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Own Your Monday Wealth Management, LLC is a fee-only registered investment adviser that serves individual and high-net-worth clients with wealth management services that combine discretionary portfolio management and financial planning. The firm advises on common liquid investments such as stocks, bonds, mutual funds, ETFs and cash equivalents and tailors portfolios to clients’ stated objectives and risk tolerances.
The firm’s investment approach emphasizes asset allocation and Modern Portfolio Theory, employing a mix of passive and active vehicles to construct portfolios aligned with long‑term goals, and it uses written investment policies and client discussions to set objectives. Financial planning is integrated into the wealth management engagement (offered at the client’s election) and covers cash flow, retirement, tax considerations, insurance and estate planning as part of the overall advice process.
Distinctive elements include the use of a fixed (flat) advisory fee within a fee‑only model and an explicit focus on individualized portfolio management—features that are uncommon among firms in this regulatory category; the firm also does not act as a private fund adviser. As a newly registered firm with no assets under management at the time of filing, it requires client accounts to be held at a designated institutional custodian and states it implements trades on an individual‑account basis rather than aggregating or block trading.
Client services
Expertise
Demographic focus
Fee options
Annual flat fee of $15,000 for Wealth Management services
Hourly rate of $500, used to estimate the annual flat fee based on approximately 30 hours
Minimum fee: Annual flat fee of $15,000, paid quarterly in advance ($3,750 per quarter) Fee-only: Fee-only firm; advisory fees paid directly by clients; no commissions or other sales-related compensation
Main office
Gaithersburg MD
Advisors at this office
1
Most active in
Maryland
Also doing business as
Own Your Monday Wealth Management · Own Your Monday Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")