Taylor Marie Monson
Investment Adviser Representative at Mission Wealth Management, LP
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Taylor Marie Monson is an investment adviser representative with Mission Wealth Management, LP in Gig Harbor, WA, where they have been registered since 2026, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Washington.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Washington
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.
- Mission Wealth Management, LPOct 2025 – no end date reportedSanta Barbara, CA
- University of California, Santa BarbaraSep 2021 – Jun 2025Santa Barbara, CA
- Basel CapitalJun 2024 – Aug 2024Bellevue, WA
- CostcoJun 2023 – Aug 2023Issaquah, WA
- Table Catering CoJul 2022 – Sep 2022Seattle, WA
- Buffalo EspressoAug 2020 – Sep 2021Bothell, WA
- LuxLab SalonOct 2019 – Jun 2021Kirkland, WA
- UnemployedJul 2025 – Sep 2025Bothell, WA
- UnemployedOct 2015 – Oct 2019Bothell, WA
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Mission Wealth Management, LP
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $1,000,000 (waivable)
- First $5,000,0001.00%
- From $5,000,001 - $15,000,0000.85%
- From $15,000,001 - $25,000,0000.75%
- Over $25,000,0000.50%
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:
- 135
- Offices listed on AdvisorFinder:
- 37
- Main office:
- Santa Barbara, CA
- SEC file number:
- 801-61230
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 28, 2026
View full firm profileOther advisors at Mission Wealth Management, LP
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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. Taylor Marie Monson 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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