Fatemeh Ashouri
Monarch Wealth Strategies · Los Angeles, California
Fatemeh Ashouri is a fee-only financial advisor at Monarch Wealth Strategies in Los Angeles, California. 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 |
| SEC registration | Investment adviser representative in CA · CRD 8077044 |
| Exams passed | Series 63 (2025) · Series 65 (2026) |
| Firm size | 7 employees |
| Disclosures | None reported |
How Fatemeh'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 Fatemeh
Is Fatemeh Ashouri a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Fatemeh 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 Fatemeh charge for financial advice?
Fatemeh's firm, Monarch Wealth Strategies, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Fatemeh Ashouri based?
Fatemeh Ashouri is based in Los Angeles, California.
Is Fatemeh Ashouri registered with the SEC?
Yes. Fatemeh Ashouri is registered as an investment adviser representative in CA (CRD 8077044), 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 Fatemeh Ashouri?
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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