Advisor at Ascent Fintech 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.
Monarch Bhatt is a CFP® professional with four years of industry experience, currently serving as the sole advisor at Ascent Fintech LLC. His prior work includes roles at MBTAC Financial Services, Oak 22 Partners, and PwC LLP. Outside of advisory services, he holds a senior financial analyst position at Roadrunner Transportation Services, a shipping and logistics company. Ascent Fintech LLC provides advisory services to individuals, families, pension and retirement plans, and institutions. The firm employs both active and passive investment strategies and offers ERISA retirement-plan services, including discretionary and non-discretionary mandates tailored to client goals.
Based on Ascent Fintech LLC
Based on Ascent Fintech LLC
One-time setup fee for retirement plan fiduciary investment advisory and management services up to $3,000.
$0 - $100,000: 1.00% annually $100,000.01 - $500,000: 0.90% annually $500,000.01 - $1,000,000: 0.80% annually $1,000,000.01 - $3,000,000: 0.70% annually $3,000,000.01 - $5,000,000: 0.60% annually $5,000,000.01+: 0.50% annually
$250 per hour for financial planning and non-fiduciary retirement plan consulting services.
Minimum fee: Retirement Plan Services: minimum annual fee of $500 until plan assets reach $100,000 Fee-only: Project-based financial planning and consulting charged at $250 per hour; Non-fiduciary retirement plan consulting services charged at $250 per hour; Fixed fees may be charged for retirement plan consulting based on complexity and scope.
Carol Stream, IL
Illinois · Texas
Ascent Infotech LLC
2021 - Present (5 years)
Ascent Fintech LLC
2021 - Present (5 years)
Roadrunner Transportation Services
2021 - Present (5 years)
MBTAC Financial Services, LLC
2020 - 2021 (1 year)
Oak 22 Partners
2019 - 2020 (1 year)
MBTAC LLP
2018 - 2020 (2 years)
Inland Real Estate Group
2018 - 2020 (2 years)
Full time student
2016 - 2018 (2 years)
PwC LLP
2016 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Hinsdale, IL
Doncaster Wealth LLC
CFP®, CPA, RICP®
Naperville, IL
NexJenn Financial Services
I believe that everyone should have access to a professional advisor who understands their needs and can help them achieve the lifestyle they desire. As a financial advisor, I am dedicated to learning about your personal goals and using them to build a retirement plan tailored to your unique situation. NexJenn Financial Services was founded in response to the demand for financial planning from my tax clients. Often squeezed between spending for their kids’ education, caring for an elderly relative and saving for their own retirement, many were anxious about their financial future. I have enjoyed helping my clients find a balance and focus on building a strong financial future. I am a CPA® and CERTIFIED FINANCIAL PLANNER Professional®, as well as a Retirement Income Certified Professional®. Additionally, I am a member of the National Association of Personal Financial Advisors and the XY Planning Network. In my spare time, my husband and I volunteer at a homeless shelter. I also love to bike and travel and am an aspiring photographer. I have been married for 30 years and together with my awesome husband, we’ve raised three awesome kids.
CFP®
Glen Ellyn, IL
4D Financial Advisors, LLC
Series 65
Elk Grove Village, IL
MOA Advisory & Financial Services Co
CFP®
Wheaton, IL
Lamke Financial LLC
Series 63, Series 65
Rolling Meadows, IL
Leading Edge Wealth Management, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
