# Irene Timmons

> Irene Timmons is a fee-only financial advisor at Monarch Wealth Strategies in Santa Maria, California. Monarch Wealth Strategies reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/irene-timmons/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Monarch Wealth Strategies
- **Based in:** Santa Maria, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $463.5M across 956 accounts
- **CRD:** 4719084 (https://adviserinfo.sec.gov/individual/summary/4719084)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 63 (2006), Series 66 (2020)
- **Firm size:** 7 employees
- **Disclosures:** None reported

## Frequently asked questions

### Is Irene Timmons a fee-only financial advisor?

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

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

### Where is Irene Timmons based?

Irene Timmons is based in Santa Maria, California.

### Is Irene Timmons registered with the SEC?

Yes. Irene Timmons is registered as an investment adviser representative in CA (CRD 4719084), 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 Irene Timmons?

Contact details aren't on file yet. Search for Monarch Wealth Strategies.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4719084): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.