Howard McMonagle Fleming
Investment Adviser Representative at BIP Wealth, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Howard McMonagle Fleming is an investment adviser representative with BIP Wealth, LLC in Atlanta, GA, where they have been registered since 2026. They have worked in the securities industry since 2002 and have been registered with 4 firms, including RED Tortoise and Genspring Family Offices, LLC. They have passed 2 industry qualification exams, including the Series 65 (investment adviser). They are registered to provide investment advice in Georgia and Texas.
Office
Advisors at this office: 22
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Georgia, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Suntrust/genspring Family OfficesAug 2004 – Mar 2019Atlanta, GA
- RED Tortoise, LLCMay 2019 – Jun 2026Atlanta, GA
- BIP Wealth, LLCJun 2026 – no end date reportedAtlanta, GA
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About BIP Wealth, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Firm account minimum
- $1,000,000 (waivable)
- Less than $2,000,0000.60%
- $2,000,000 to $10,000,0000.50%
- $10,000,000 and above0.40%
- BIP Institutional Reserve $250,000 - $24,999,9990.25%
+2 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 62
- Offices listed on AdvisorFinder:
- 3
- Main office:
- Atlanta, GA
- SEC file number:
- 801-68882
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 25, 2026
View full firm profileOther advisors at BIP Wealth, LLC
Showing 12 of 62 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Howard McMonagle Fleming has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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