Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$434,765,478
Total clients
416
41% high-net worth
Total advisors
8
of 8 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
52
Average account size
$1,045,109
Up to $30,000 maximum flat fee for financial planning and consulting services
Up to 1.95% annually (maximum, negotiated individually)
Up to $1,000 per hour for financial planning and consulting services
Account minimum: $750,000 Minimum fee: $7,500 minimum annual fee
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Monarch Wealth Strategies
222 East Carillo Street, Suite 208
Santa Barbara CA 93101, United States
Number of offices
3
Series 65
Santa Barbara, CA
Monarch Wealth Strategies
Series 66
Santa Barbara, CA
Monarch Wealth Strategies
Series 63, Series 66
Santa Maria, CA
Monarch Wealth Strategies
Series 66
Los Angeles, CA
Monarch Wealth Strategies
Series 65
Santa Barbara, CA
Monarch Wealth Strategies
CFP®, Series 66
Los Angeles, CA
Monarch Wealth Strategies
Series 65
Los Angeles, CA
Monarch Wealth Strategies
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")