Northern Monarch Capital LLC fees and pricing

Financial planner in Fox Island, Washington. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated August 10, 2026, Northern Monarch Capital LLC charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250/hr; “Services are offered based on an hourly fee of $250 per hour.”

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

“Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous billing period.”
“Clients may elect to be billed directly or have fees deducted from Plan Assets.”
“Fees for financial plans are billed upon completion of the plan.”

Its hourly rate of $250 is below the Washington median of $300. 23% of the 216 other Washington planners that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.25% a year
Clients: 71
Employees: 3
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and pension consulting
Assets managed: $40,677,521
Registered with: State securities regulators
Disciplinary disclosures: Yes. Read them on the SEC site (opens in new tab)
SEC CRD number: 332937
Phone: (253) 495-0080

Can advise clients in 4 states: California, South Dakota, Texas, Washington

Is something on this page wrong or out of date?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.