Monarch Wealth Strategies fees and pricing
Financial planner in Santa Barbara, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 25, 2026, Monarch Wealth Strategies charges $1,000 an hour and a flat or project fee of $30,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $1,000/hr
“The maximum hourly fee to be charged will not exceed $1000, with a maximum flat fee of $30,000.”
- Flat or project fee
- $30,000
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Monarch Wealth Strategies bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed on a pro-rata basis quarterly in advance based on the average daily balance of the Client account(s).”
- “If accounts are opened during the quarter, the pro-rata advisory fees will be deducted during the next regularly scheduled billing cycle.”
- “The remainder of the fee will be directly billed to the client upon completion and due within thirty (30) days.”
How Monarch Wealth Strategies’ fees compare
- Its hourly rate of $1,000 is above the California median of $300. 98% of the 932 other California planners that publish an hourly rate charge less.
- 16 of the 17 other planners in Santa Barbara that publish an hourly rate charge less.
- Its flat or project fee of $30,000 is above the California median of $5,000. 95% of the 796 other California planners that publish a flat or project fee charge less.
- 14 of the 15 other planners in Santa Barbara that publish a flat or project fee charge less.
About Monarch Wealth Strategies
- Firm size: 7 employees.
- Registered as an adviser: 2020 (6 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.95% a year
- Minimum
- $7,500 minimum fee (stated in brochure)
- Clients
- 390
- Employees
- 7
- 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 pension consulting
- Assets managed
- $463,476,338
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 136029
- Phone
- (805) 564-0800
Can advise clients in 12 states: Arizona, California, Colorado, Florida, Louisiana, Missouri, New Hampshire, Nevada, New York, Oregon, Texas, Washington
Other planners in Santa Barbara that publish fees
- Abundant Wealth Partners, LLCSanta Barbara$175-$500/hr, $350-$25,000
- Arlington Financial Advisors, LLCSanta Barbara$375/hr, $4,950-$10,000
- Avalan, LLCSanta Barbara$250-$500/hr, $500-$10,000
- Blom Levy & Co., LLCSanta Barbara$2,000/qtr, $8,000/yr
- Bourke Wealth ManagementSanta Barbara$350/hr, $50,000
- Capital Adulting LLCSanta Barbara$250-$650/hr, $200-$800/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.