UBS Financial Services
47yrs
Top advisor by experience at UBS Financial Services
15yrs
Monica Eaker
Financial advisor at Turtle Creek Wealth Advisors
Monica Eaker is a fiduciary financial advisor in Dallas, Texas, with 15 years in the industry. After three years at Texas Capital Bank Private Wealth Advisors and two years at Raymond James Financial Services Advisors, Monica joined Turtle Creek Wealth Advisors in 2023, a firm offering investment management, private fund management, and selecting outside investment managers. Turtle Creek Wealth Advisors reports being paid through a percentage of assets, flat fees, and performance-based fees.
One of 3926 advisors with offices in Dallas, and one of 3530 fiduciaries.
At a glance
Experience15 years (since 2011)
How that compares ?More experience than 55% of advisors in Texas
Office2828 N. Harwood Street Suite 1250, Dallas, TX 75201
How the firm is paid ?Percent of assets, Flat fee, Performance fee
Typical client at the firm ?$22.6 million
Advisors at the firm17
States licensed ?1 state
Services through Turtle Creek Wealth Advisors
Investment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – nowTurtle Creek Wealth Advisors, LLCCurrent firm
- 2019 – 2022
- Apr 2017 – Dec 2018
Contact Monica
(214) 214-3110Turtle Creek Wealth Advisors main office 2828 N. Harwood Street Suite 1250Dallas, TX 75201Office · Get directions Instagram pageTurtle Creek Wealth Advisors
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Questions to ask Monica
Tailored to Monica’s registration and firm.
- Your firm can charge performance-based fees. Would that apply to me?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Monica
How do I contact Monica?
Call Turtle Creek Wealth Advisors at (214) 214-3110 and ask for Monica Eaker. Monica works from the Dallas, TX office.
How long has Monica been a financial advisor?
Monica has been in the industry since 2011, about 15 years. More experience than 55% of advisors in Texas.
What licenses does Monica hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Monica a fiduciary?
Monica is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Monica paid?
Turtle Creek Wealth Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, a share of investment gains. Ask Monica for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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