John Sykora
Advisor at Monarch Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Monarch Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Leawood, KS 66224
Credentials
CFP®
Industry experience
25 years
John Sykora is a CFP® professional with 25 years of experience in financial advising. He has been the principal advisor at Monarch Wealth Management, LLC since 2008. Outside of his advisory role, he is the majority owner of Roar Investments, LLC, an executive suites office leasing business. Monarch Wealth Management provides financial planning and discretionary investment management to individual and high-net-worth clients, focusing on fundamental, valuation-driven analysis with a contrarian approach. The firm offers comprehensive and modular plans covering retirement, tax, estate, insurance, education, and employee benefits, managing approximately $50 million in discretionary assets.
Based on Monarch Wealth Management, LLC
Up to $5,000 fixed fee for financial planning services, negotiated based on complexity and scope
$0 - $800,000: 1.00% annually $800,001 - $2,000,000: 0.80% annually $2,000,001 - $4,000,000: 0.50% annually $4,000,001+: 0.25% annually
$200 per hour for financial planning services if terminated prior to completion and presentation of plan, but not to exceed originally quoted fixed fee
Account minimum: $250,000 Minimum fee: $1,500 quarterly minimum fee for clients with investment management and ongoing financial planning; $625 quarterly minimum fee for clients with investment management only
4901 W. 136 Th Street, Suite 21
Leawood, KS 66224
Kansas · Texas
Monarch Wealth Management Llc
2008 - Present (18 years)
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