Aaron Clark
Monarch Wealth Strategies · Los Angeles, California
Aaron Clark is a fee-only financial advisor at Monarch Wealth Strategies in Los Angeles, California, who holds the CFP credential. Monarch Wealth Strategies reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Monarch Wealth Strategies |
|---|---|
| Based in | Los Angeles, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $463.5M across 956 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 4768202 |
| Exams passed | Series 66 (2004) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Profile |
How Aaron's firm compares
- Monarch Wealth Strategies's average account is about $485,000, from its Form ADV (assets managed divided by 956 accounts).
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Questions about Aaron
Is Aaron Clark a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Aaron holds no broker registration, and Monarch Wealth Strategies reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Aaron charge for financial advice?
Aaron's firm, Monarch Wealth Strategies, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Aaron Clark based?
Aaron Clark is based in Los Angeles, California.
What credentials does Aaron Clark hold?
Aaron Clark holds the CFP credential.
Is Aaron Clark registered with the SEC?
Yes. Aaron Clark is registered as an investment adviser representative in CA (CRD 4768202), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Monarch Wealth Strategies manage?
Monarch Wealth Strategies reports $463.5M across 956 accounts in assets under management.
How do I contact Aaron Clark?
Contact details aren't on file yet. Search for Monarch Wealth Strategies.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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