# Lucas Poteet

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

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

## Facts

- **Firm:** Monarch Wealth Strategies
- **Based in:** Santa Barbara, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $463.5M across 956 accounts
- **CRD:** 8126933 (https://adviserinfo.sec.gov/individual/summary/8126933)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 65 (2025)
- **Firm size:** 7 employees
- **Disclosures:** None reported

## Frequently asked questions

### Is Lucas Poteet a fee-only financial advisor?

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

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

### Where is Lucas Poteet based?

Lucas Poteet is based in Santa Barbara, California.

### Is Lucas Poteet registered with the SEC?

Yes. Lucas Poteet is registered as an investment adviser representative in CA (CRD 8126933), 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 Lucas Poteet?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8126933): 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.