The Monitor Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The Monitor Group, Inc. provides personalized financial planning and investment management to individuals, families, trusts and estates. The firm delivers written financial plans and Investment Policy Statements and offers ongoing advisory relationships that can include discretionary portfolio management or limited-scope engagements.
Its investment approach emphasizes strategic asset allocation implemented primarily with no‑load mutual funds and exchange‑traded funds, combining active and passive management, sector exposures, and global diversification. Security analysis draws on fundamental and technical methods and model outputs, and client accounts receive at least semi‑annual reviews and quarterly performance reporting.
The firm is structured as a fee‑only adviser that does not accept commissions, performance‑based fees, or soft‑dollar arrangements and reports no material affiliations with product sellers. Noteworthy operational practices include a small adviser team managing about $167 million for roughly 174 clients while maintaining no stated account minimum, a billing policy that earns the initial financial‑planning fee upon plan presentation, and the use of third‑party custodians with clients retaining proxy‑voting responsibility.
Client services
Expertise
Fee options
Fixed annual fee for Financial Planning payable quarterly in advance; Letter of Agreement fixed fee for special or limited engagements
Minimum fee: No minimum fee Fee-only: Fees for Investment Advisory Services range from 0.5% to 1.25% annually, negotiable; Financial Planning and Investment Advisory fees range from $150 to $7,500 quarterly, fixed annual fee payable quarterly in advance
Main office
534 Blackburn Drive
Martinez GA 30907
Advisors at this office
2
Most active in
Florida · Georgia · South Carolina · Tennessee · 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 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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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.
Advisors at this firm
Paul M
CFP®
Martinez, GA
The Monitor Group, Inc.
Paul Mcnair is a CFP® professional with 14 years of experience, currently serving at The Monitor Group, Inc. since 2007. He is based in Martinez, GA, and works alongside one other advisor at the firm. The Monitor Group, Inc. provides personalized financial planning and investment management to individuals, families, trusts, and estates. The firm operates as a fee-only advisor with approximately $154.4 million in assets under management, emphasizing strategic asset allocation with global diversification and using no-load mutual funds, ETFs, and selective sector funds.
Mark H
CFP®
Martinez, GA
The Monitor Group, Inc.
Mark Holdwick Jr. is a CFP® professional with nine years of experience at The Monitor Group, Inc. in Martinez, GA. He has been with the firm since 2017, following five years as a student. The Monitor Group, Inc. provides personalized financial planning and investment management services to individuals, families, trusts, and estates. The firm emphasizes strategic asset allocation using a combination of active and passive management with no-load mutual funds and ETFs, offering discretionary portfolio management and limited-scope engagements.
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