Monarch Plan Advisors

RIASEC Registered

Total AUM

$793M

Discretionary

$442M

56% of AUM

Avg account

$6.1M

Accounts

130

Employees

Advisory reps

Firm details

Headquarters: Simi Valley, California
CRD number: 286612
Registered since: September 8, 2017
Website: monarch401k.com
Custodians: EMPOWER FINANCIAL SERVICES, INC., FIDELITY DISTRIBUTORS COMPANY LLC, ADP BROKER-DEALER, INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: Pension & Profit Sharing Plans100%
Services: Pension Consulting

Firm profile

FINTRX

Overview

Monarch Plan Advisors is organized as a corporation with individual ownership and operates as an institutional registered investment adviser. The firm is registered with the SEC (registration year 2017) and focuses on pension consulting and related advisory work for institutional clients. Its business model combines percentage-of-AUM and fixed-fee engagements rather than transactional or commission-based pricing. The firm does not identify as an active ESG investor and is not recorded as a capital allocator; its primary advisory activity is pension consulting.