Monarch Capital Management Inc fees
Financial planner in Fort Wayne, Indiana. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 24, 2026, Monarch Capital Management Inc (Fort Wayne, IN) charges an annual fee of up to $5,000 for financial planning.
- Website: monarchcapitalmgmt.com (opens in new tab)
- Call (260) 422-2765
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change.
- Annual fee
- Up to $5,000/yr
Capped at $5,000, at or below the Indiana median of $10,875.
“This fee is billed at the time the service is performed or may be billed quarterly, if the service is ongoing, not to exceed $5,000 annually.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- 8 employees
- Registered since
- 1994 (32 years)
How Monarch Capital Management Inc bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Monarch bills fees on a quarterly basis using an automated billing system.”
- “Fees are refunded promptly on a pro-rata basis from the date of termination.”
- “Since fees are charged in advance, termination of our services on any date other than on the 1st day of a calendar quarter would require a refund.”
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees, annual planning fees, and a percentage of assets under management
- Clients
- 173
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $496 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of July 29, 2026
- CRD number
- 106244 (opens in new tab)
- Phone
- (260) 422-2765
Registered or notice filed in 3 states: California, Florida, Indiana
Other planners in Fort Wayne that publish fees
- Bassett Financial AdvisorsFort WayneHourly $150/hr
- DentVest LLCFort WayneMonthly $200-$750/mo
- Dickmeyer Boyce Financial Management, IncFort WayneHourly $200/hr
- Gilbert WealthFort WayneHourly $250/hr, Monthly $250-$1,800/mo
- Wise Wealth ManagementFort WayneHourly $250-$400/hr, Quarterly $125-$600/qtr
More planners in Indiana that publish fees
- Hurlow Wealth Management Group, Inc.BloomingtonHourly up to $350/hr, Flat up to $15,000
- Hoosier Financial Planning, LLCIndianapolisHourly up to $250/hr, Flat up to $1,000
- Clinton Burch Financial PlanningBloomfieldHourly $150/hr, Flat $1,200
- Creative Financial Planning Advisors, Inc.South BendHourly $300/hr
- Uvest Advisory Group, LLCNewburghAnnual up to $20,000/yr
- Sycomore FinancialAndersonHourly $250/hr, Monthly $125/mo
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.