Irene Timmons
Monarch Wealth Strategies · Santa Maria, California
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.
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Facts
| Firm | Monarch Wealth Strategies |
|---|---|
| Based in | Santa Maria, 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 4719084 |
| Exams passed | Series 63 (2006) · Series 66 (2020) |
| Firm size | 7 employees |
| Disclosures | None reported |
How Irene'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 Irene
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.
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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