Monarch Plan Advisors

Overview

Monarch Plan Advisors is an SEC-registered advisory corporation formed in 2017 that provides institutional pension consulting and related advisory services. The firm is individually owned and positions itself as a consultant to retirement plans rather than as a generalist wealth manager; its stated advisory activity is pension consulting. Fee arrangements include both percentage-of-AUM and fixed-fee engagements. The firm is not identified as an active ESG investor and is not listed as a capital allocator to direct private strategies. Its regulatory classification in the snapshot is unclassified, and it does not appear to operate as a multi-adviser or related-adviser network.

Assets & Accounts

Investments & Alternatives

Location & Offices