MONARCH PLAN ADVISORS
CRD #286612 SEC #801-111651 SIMI VALLEY, CA (818) 444-0376
SEC Registered
Total AUM
$762.5M
Discretionary
$470.2M
Employees
6
Clients
--
Accounts
136
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 16, 2025
- Branch Offices
- 4
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WILKINSON, STEVEN, T | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WILKINSON, STEVEN, T | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WILKINSON, STEVEN, T | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WILKINSON, STEVEN, T | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WILKINSON, STEVEN, T | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WILKINSON, STEVEN, T | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WILKINSON, STEVEN, T | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WILKINSON, STEVEN, T | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WILKINSON, STEVEN, T | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WILKINSON, STEVEN, T | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WILKINSON, STEVEN, T | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WILKINSON, STEVEN, T | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WILKINSON, STEVEN, T | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WILKINSON, STEVEN, T | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WILKINSON, STEVEN, T | I | PRESIDENT, CCO, MEMBER | E | Control |
| WILKINSON, STEVEN, T | I | PRESIDENT, CCO, MEMBER | E | Control |
| WILKINSON, STEVEN, T | I | PRESIDENT, CCO, MEMBER | E | Control |
| WILKINSON, STEVEN, T | I | PRESIDENT, CCO, MEMBER | E | Control |
| WILKINSON, STEVEN, T | I | PRESIDENT, CCO, MEMBER | E | Control |
| WILKINSON, STEVEN, T | I | PRESIDENT, CCO, MEMBER | E | Control |
| WILKINSON, STEVEN, T | I | PRESIDENT, CCO, MEMBER | E | Control |
| WILKINSON, STEVEN, T | I | PRESIDENT, CCO, MEMBER | E | Control |
| WILKINSON, STEVEN, T | I | PRESIDENT, CCO, MEMBER | E | Control |
| FINE, MICHAEL | I | RETIREMENT PLAN CONSULTANT | C | |
| FINE, MICHAEL | I | RETIREMENT PLAN CONSULTANT | C | |
| FINE, MICHAEL | I | RETIREMENT PLAN CONSULTANT | C | |
| FINE, MICHAEL | I | RETIREMENT PLAN CONSULTANT | C | |
| FINE, MICHAEL | I | RETIREMENT PLAN CONSULTANT | C | |
| FINE, MICHAEL | I | RETIREMENT PLAN CONSULTANT | C | |
| FINE, MICHAEL | I | RETIREMENT PLAN CONSULTANT | C | |
| FINE, MICHAEL | I | RETIREMENT PLAN CONSULTANT | C | |
| FINE, MICHAEL | I | RETIREMENT PLAN CONSULTANT, MEMBER | C | |
| FINE, MICHAEL | I | RETIREMENT PLAN CONSULTANT, MEMBER | C | |
| FINE, MICHAEL | I | RETIREMENT PLAN CONSULTANT, MEMBER | C | |
| FINE, MICHAEL | I | RETIREMENT PLAN CONSULTANT, MEMBER | C | |
| FINE, MICHAEL | I | RETIREMENT PLAN CONSULTANT, MEMBER | C | |
| FINE, MICHAEL | I | RETIREMENT PLAN CONSULTANT, MEMBER | C | |
| FINE, MICHAEL | I | RETIREMENT PLAN CONSULTANT, MEMBER | C | |
| FINE, MICHAEL | I | RETIREMENT PLAN CONSULTANT, MEMBER | C | |
| FINE, MICHAEL | I | RETIREMENT PLAN CONSULTANT, MEMBER | C |
Registrations
Federal
IA
Jun 16, 2025 REGISTERED
Notice Filings (5)
CA FL HI NC TX
Address
3355 COCHRAN STREETSUITE 101
SIMI VALLEY, CA 93063
United States
Phone: (818) 444-0376