Kingsview Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Quarterly fee

$500⁠-⁠$12,500/qtr

“The fee range is from $500 to $12,500 per quarter based on the value of the assets under advisement.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Kingsview Wealth Management, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The annual advisory fee for both wealth and asset management services is negotiable.”
• “Pre-paid financial planning fee refunds due to clients who have terminated in writing the service before the end of the billing cycle will be issued a check within the first week of the next billing cycle.”
• “The compensation method is explained and agreed upon in advance before any services are rendered.”

About Kingsview Wealth Management, LLC

• Firm size: 285 employees.
• Credentials named in the brochure: CFP®.
• Founded: 2008 (18 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2.5% a year

Clients

12,143

Employees

285

Works with

Individuals, high net worth individuals, investment companies, pension and profit sharing plans, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for businesses and institutions, and selecting other advisers

Assets managed

$8,957,122,931

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

148107

Website

monarchfunds.com (opens in new tab)

Phone

(312) 870-6701

Can advise clients in 51 states: Alaska, Alabama, Arkansas, Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Hawaii, Iowa, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, Mississippi, Montana, North Carolina, North Dakota, Nebraska, New Hampshire, New Jersey, New Mexico, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Vermont, Washington, Wisconsin, West Virginia, Wyoming

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