Monarch Fiduciary, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 29, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$350/hr

“Hourly rates typically range from $150 to $350 per hour, depending on the complexity of the engagement.”

Flat or project fee

$1,500⁠-⁠$5,000

“Flat fees for comprehensive financial plans typically range from $1,500 to $5,000.”

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

How Monarch Fiduciary, LLC bills

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

• “Fees are negotiable and are assessed and billed quarterly in arrears based on the average daily balance or end-of-quarter balance of assets under management during the preceding quarter.”
• “The Firm bills in actual time, never rounding to the detriment of the client, and will provide an estimate of anticipated time before beginning work whenever practicable.”
• “Billing and Payment Asset-based fees are billed quarterly, in arrears, and are generally deducted directly from client accounts with prior written authorization.”

How Monarch Fiduciary, LLC’s fees compare

• Its hourly rate of $150-$350 spans the Missouri median of $250. 40% of the 88 other Missouri planners that publish an hourly rate charge less.
• 7 of the 13 other planners in Kansas City that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$5,000 spans the Missouri median of $3,550. 47% of the 77 other Missouri planners that publish a flat or project fee charge less.
• 6 of the 12 other planners in Kansas City that publish a flat or project fee charge less.

About Monarch Fiduciary, LLC

• Principal: Joshua Miller
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2026.

Firm details from Form ADV

How the firm is paid

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

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Minimum

No minimum stated in brochure

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, newsletters and publications, and educational seminars and workshops

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

337645

Phone

(816) 824-3757

Other planners in Kansas City that publish fees

• Bluevine AdviceKansas City$500, $25⁠-⁠$1,000/mo
• Buttonwood Financial Group, LLCKansas City$300⁠-⁠$600/hr, $300⁠-⁠$30,000/qtr
• Chase Wealth ManagementKansas City$1,000⁠-⁠$10,000
• Cobb Wealth Management, LLCKansas City$200/hr
• Craft & Sage WealthKansas City$500/hr, $5,000
• Divvi Wealth ManagementKansas City$250/hr

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