Monarch Plan Advisors
● SEC registered since 2017CRD 286612SEC# 801-111651Simi Valley, CA
Reg. AUM
$792.6M
Employees
5
Accounts
130
Location
Simi Valley, CA
Monarch Plan Advisors assets under management
Monarch Plan Advisors is an SEC-registered investment adviser based in Simi Valley, CA. The firm has been registered since 2017. It reports $792.6 million in regulatory assets under management and employs 5 people.
Monarch Plan Advisors owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael Fine | Retirement Plan Consultant, Member | 25-50% | 2020 |
| Steven T Wilkinson Control | President, Cco, Member | Over 75% | 2013 |
Frequently asked questions
How much does Monarch Plan Advisors manage?
Monarch Plan Advisors reports $792.6 million in regulatory assets under management on its Form ADV.
How many employees does Monarch Plan Advisors have?
Monarch Plan Advisors reports 5 employees.
Where is Monarch Plan Advisors located?
Monarch Plan Advisors is based in Simi Valley, CA and has been SEC-registered since 2017.
Does Monarch Plan Advisors disclose fund performance?
Monarch Plan Advisors is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3355 Cochran Street, Suite 101, Simi Valley, CA 93063 |
| Phone | (818) 444-0376 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$792.6M▲ 4%
Jun '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 38%
Larger than 62% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$792.6Mregulatory AUM
Discretionary $442.2MNon-discretionary $350.3M