Monarch Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Monarch Wealth Management provides financial planning and discretionary investment management to individual and high‑net‑worth clients, offering both comprehensive and modular plans that address retirement, tax, estate, insurance, education and employee benefit issues. The firm typically charges percentage‑of‑AUM fees for ongoing management and negotiable fixed fees for standalone planning engagements, with account minimums disclosed in its brochure.
Investment decisions are driven by fundamental, valuation‑focused analysis with a contrarian tilt and active, tactical allocation adjustments documented in an Investment Policy Statement for each client. Portfolios emphasize low‑cost, tax‑efficient vehicles but may include a broad mix of instruments — including, for qualified clients, private limited‑partnership investments — and are monitored and rebalanced on a discretionary basis, typically quarterly.
Notable distinctions include a principal who holds both CFA and CFP credentials and prior institutional portfolio management experience, a Loyalty Rewards program that provides every sixth year of services free, and a relatively small client roster managing roughly $50 million in discretionary assets. The firm’s brochure also discloses a 2024 consent order resolving a 2020–2023 Missouri registration compliance issue (stating no clients were harmed) and states that the firm does not carry professional liability insurance.
Client services
Expertise
Fee options
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
Main office
4901 W. 136th Street, Suite 21
Leawood KS 66224
Advisors at this office
1
Most active in
Kansas · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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