Lucas Poteet
Monarch Wealth Strategies · Santa Barbara, California
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.
Request an introduction to Lucas →
Facts
| Firm | Monarch Wealth Strategies |
|---|---|
| Based in | Santa Barbara, 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 8126933 |
| Exams passed | Series 65 (2025) |
| Firm size | 7 employees |
| Disclosures | None reported |
How Lucas's firm compares
- Monarch Wealth Strategies's average account is about $485,000, from its Form ADV (assets managed divided by 956 accounts).
Request an introduction to Lucas
Tell Lucas a little about what you're looking for. Lucas isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Lucas
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.
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.
See something wrong? Request a correction. Read our methodology.