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Advisor

John Meyer

Monarch Capital Management · Fort Wayne, Indiana

John Meyer is a fee-only financial advisor at Monarch Capital Management in Fort Wayne, Indiana, who holds the CFA credential. John charges a percentage of assets.

Percentage of assets Fee-only CFA

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Facts

FirmMonarch Capital Management
Based in Fort Wayne, Indiana
Fee modelPercentage of assets
Assets under management$495.7M across 373 accounts
CredentialsCFA
SEC registration Investment adviser representative in IN · CRD 2164267
Firm size8 employees
Disclosures None reported
Websitewww.monarchcapitalmgmt.com

How John's firm compares

  • Monarch Capital Management's average account is about $1.3 million, from its Form ADV (assets managed divided by 373 accounts).

What fee-only advisors charge in Indiana

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Questions about John

Is John Meyer a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Monarch Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does John charge for financial advice?

John charges a percentage of assets.

Where is John Meyer based?

John Meyer is based in Fort Wayne, Indiana.

What credentials does John Meyer hold?

John Meyer holds the CFA credential.

Is John Meyer registered with the SEC?

Yes. John Meyer is registered as an investment adviser representative in IN (CRD 2164267), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Monarch Capital Management manage?

Monarch Capital Management reports $495.7M across 373 accounts in assets under management.

How do I contact John Meyer?

Through John's website, www.monarchcapitalmgmt.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

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