Monarch Plan Advisors (Simi Valley)

Name: Monarch Plan Advisors
Address: 40 West Easy Street, Simi Valley, CA, 93065
Telephone: 818-444-0376

Monarch Plan Advisors is a pension cosultant based in Simi Valley. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdiction of California.

Monarch Plan Advisors provides pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Monarch Plan Advisors for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Monarch Plan Advisors serves?

The only and largest group of clients of Monarch Plan Advisors is pension and profit sharing plans with 93 clients and $0 of assets under management. Among the 4 most similar advisory firms, Monarch Plan Advisors has the highest percentage of pension and profit sharing plans out of all clients.

None of the firm’s clients are foreign persons or businesses.

Monarch Plan Advisors doesn't advise any private funds.

Careers at Monarch Plan Advisors

The company employs 6 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Steven T Wilkinson	President & chief compliance officer	1 Oct 2013	75% - 100%	5294043

Based in Simi Valley

The principal office where Monarch Plan Advisors performs its advisory services is located at 40 West Easy Street, Simi Valley, CA 93065, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 818-444-0376. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at monarchcorpadvisors.com.