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Bryan Monks

6 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
13 advisors
Number of Clients
507 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$1.0B

Fee Structure

Financial Planning:Included in AUM fee
Minimum Annual Fee:$3,500

WPWealth charges fees based on assets under management. For discretionary managed accounts, fees range from 1.25% on assets under $1 million to 1.00% on assets $1,000,000 and above, not to exceed 2.5%. There is also a $100 annual administration fee per account and a $5,000 minimum annual management fee. For qualified retirement solutions, fees range from $3,500 for assets up to $350,000 to 0.75% on assets over $4,000,001, with a $3,500 minimum annual fee. Fees and minimums are negotiable.

Areas of Practice
Investment ManagementRetirement PlanningEstate Planning
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Advisor Information

Office location

8343 Douglas Avenue, Suite 400, Dallas, TX, 75225

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Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
December 2018
Final
Other Business Activities

Bryan referees rugby games for the Texas Rugby Referee Association, a non-investment related activity. This requires minimal time.

Employment History
Current Registrations
Wpwealth LLP
March 2025 - Present · 10 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2021 - March 2025 · 3 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
October 2020 - March 2025 · 4 yrs 5 mos
Wells Fargo Advisors Financial Network, LLC Broker
March 2019 - September 2020 · 1 yr 6 mos
TD Ameritrade, INC.Broker
November 2018 - March 2019 · 4 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Bryan Monks - Financial Advisor | AdvisorDiscover