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Monroe Wealth Management

Financial Service

Address1160 Battery St Ste 100, San Francisco, CA 94111

Fee-only financial planning and tax-smart wealth management specializing in tech professionals with equity compensation, RSU packages, stock options, and IPO liquidity events.

Prices

Item / service	Price	Source
Financial planning, AUM $2,000,001 - $3,000,000 (flat annual fee)	$0.80	website, 2026-10-14
Financial planning, AUM $3,000,001 - $4,000,000 (flat annual fee)	$0.70	website, 2026-10-14
Financial planning, AUM $4,000,001 - $5,000,000 (flat annual fee)	$0.60	website, 2026-10-14
Financial planning, AUM $5,000,001 - $10,000,000 (flat annual fee)	$0.50	website, 2026-10-14
Financial planning, AUM below $2,000,000 (quarterly fee)	$4,000 / quarter	website, 2026-10-14

Prices as published by the business on the date shown. Confirm with the business before buying.

Services

Financial Services
Financial Planning
Tax Planning
Estate Planning
Investment Management
Tech Wealth Strategy Session
Tech Retirement Planning
Pre-IPO Equity & Lockup Planning
Pre-IPO Planning Services
ISO Exercise Strategy
AMT Planning
RSU Withholding and Vesting
Post-IPO Diversification

Agents: this record as JSON → /api/v1/us/ca/san-francisco/monroe-wealth-management.json

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Sources: BrightQuery (CDLA-Permissive-2.0); business website read 2026-10-14. About our data.