Lee Christopher Mcgowan
Investment adviser representative at Monument Group Wealth Advisors, LLC
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$678.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Monument Financial AdvisorsJul 2013 to now
- Monument Group Wealth Advisors, LLCOct 2010 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 2 states (MA, TX).
Monument Group Wealth Advisors, LLC
$678.9MAssets managed
173Clients
3Advisers
25 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3070341
- Firm CRD
- 111908