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Eldon Dean Fielding-monson

Investment adviser representative at Monson Wealth Management, Inc.
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$149.5MFirm 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

12 years in the industry.

  1. Monson Wealth Management, Inc.Mar 2014 to now

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2000

State registrations

Registered as an investment adviser representative in 1 state (WA).

Monson Wealth Management, Inc.

$149.5MAssets managed
364Clients
1Advisers
5 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
4256669
Firm CRD
169857
Advisor's SEC record (opens in a new tab)
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