Roch
Monnig
The Burney Company
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About this Advisor
Roch Monnig is a certified financial planner based out of Knoxville, Tennessee. Monnig works at The Burney Company. Monnig has gained experience at Lpl Financial, LLC, Tennessee General Assembly, Howard H. Baker Jr. Center For Public Policy, Global Intellectual Property Asset Management, Pllc, Scripps Networks Interactive, University Of Tennessee, Knoxville, Apple, Pya Waltman Capital, LLC, Origin Financial, Deeper Pockets LLC, Forest Avenue Paraplanning LLC, Delegated Planning LLC, The Burney Company and Tennessee Valley Asset Management Partners. Monnig holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to work in Tennessee. The Burney Company is a business headquartered in Reston, VA. It has offices in 14 locations and a total of 41 employees. It administers $2 billion in assets under management across its 4,175 client accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm serves four charitable organizations. Of its 4,175 client accounts, 46% are associated with high-net-worth clients who have at least $1 million in assets. The business offers a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies and other services. Fees for financial advice typically vary depending on which services are offered. However, fee types billed by The Burney Company likely consist of some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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The Burney Company Brokerage Details
$2,250,234,810
41
4,175
$538,978
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Other
Roch Monnig Work History
Roch has been registered as a financial advisor for 0 years.*
The Burney Company
Origin Financial
Deeper Pockets LLC
Forest Avenue Paraplanning LLC
Delegated Planning LLC
Pya Waltman Capital, LLC
Lpl Financial, LLC
Tennessee General Assembly
Tennessee Valley Asset Management Partners
Howard H. Baker Jr. Center For Public Policy
Global Intellectual Property Asset Management, Pllc
Scripps Networks Interactive
Apple
Pya Waltman Capital, LLC
University Of Tennessee, Knoxville
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Roch Monnig to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at The Burney Company
Reston, VA
Watkinsville, GA
Knoxville, TN
Reston, VA
Reston, VA
Reston, VA
Reston, VA
Indian Land, SC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
