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Advisor

Grant Colin

Monarch Wealth Strategies · Los Angeles, California

Grant Colin 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.

Percentage of assetsHourly Fee-only

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Facts

FirmMonarch 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 6834090
Exams passedSeries 66 (2019)
Firm size7 employees
Disclosures None reported

How Grant's firm compares

  • Monarch Wealth Strategies's average account is about $485,000, from its Form ADV (assets managed divided by 956 accounts).

What fee-only advisors charge in California

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Questions about Grant

Is Grant Colin a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Grant 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 Grant charge for financial advice?

Grant's firm, Monarch Wealth Strategies, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

Where is Grant Colin based?

Grant Colin is based in Los Angeles, California.

Is Grant Colin registered with the SEC?

Yes. Grant Colin is registered as an investment adviser representative in CA (CRD 6834090), 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 Grant Colin?

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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