Cathleen
Phelps

Monument Wealth Management

CRD#6453739
Investment Advisor
in Alexandria, VA

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About this Advisor

Cathleen Phelps is a financial advisor who works in Alexandria, Virginia who has 1 year of relevant experience. Phelps works at Monument Wealth Management. Their career trajectory has included roles at Monument Wealth Management, Combined Cathedral Crews Rowing Club and Giving Circle Of Alexandria. Phelps has a Series 65 license, which qualifies them as an investment advisor representative, and is registered to work in Texas and Virginia. Monument Wealth Management is a registered investment business operating out of Alexandria, VA. The company has offices in four locations and a total of 10 financial advisors. It handles $400 million in assets across its 837 customer accounts, making it one of the larger investment advisory firms in the United States by assets under management. Of its 837 customer accounts, 55% are held by high-net-worth individuals who have at least $1 million in investable assets. The business performs a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fees usually vary depending on the type of financial services. Fee types billed by Monument Wealth Management can consist of asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1701 Duke Street Suite 425
Alexandria, VA 22314

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Monument Wealth Management Brokerage Details

Total Assets Under Management

$399,813,665

VA Average: $1,835,309,194
Total Number of Employees

10

VA Average: 32
Total Number of Accounts

837

VA Average: 1,458
Average Account Size

$477,675

VA Average: $1,258,785

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Cathleen Phelps Work History

Cathleen has been registered as a financial advisor for 1 years.*

2015 - Present (9 years)

Monument Wealth Management

2013 - 2018 (5 years)

Combined Cathedral Crews Rowing Club

2005 - 2017 (12 years)

Giving Circle Of Alexandria

*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 Cathleen Phelps 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 Monument Wealth Management

Heaven Goodwin
Alexandria, VA
Emily Harper
Alexandria, VA
Erin Hay
Alexandria, VA
Nathan Tonsager
Alexandria, VA
Jessica Gibbs
Alexandria, VA
Dean Catino
Alexandria, VA
David Armstrong
Alexandria, VA
Cathleen Phelps
Alexandria, VA

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.

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