Glen Monroe, CFP®, MS Monroe Wealth Management LLC

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About Glen Monroe, CFP®, MS

Monroe Wealth Management is a financial firm for tech employees who earn high incomes and are dealing with complex equity decisions.

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Ideal Clients

  • Gen Y/Millennials
  • HENRY (High Earners, Not Rich Yet)
  • Technology Professionals
  • Young Professionals

Ways Advisor Charges

  • Quarterly Fee
  • Assets Under Management

Fee Options

  • Quarterly Fee: $750+/qtr
  • Assets Under Management: 1.00%

SEC Records

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