Monarch Bhatt
Ascent Fintech · Carol Stream, Illinois
Monarch Bhatt is a fee-only financial advisor at Ascent Fintech in Carol Stream, Illinois, who holds the CFP credential. Ascent Fintech reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Ascent Fintech |
|---|---|
| Based in | Carol Stream, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $4.8M across 53 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IL, TX · CRD 7420605 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | ascentfintech.net |
| Profile |
How Monarch's firm compares
- Ascent Fintech's average account is about $91,000, from its Form ADV (assets managed divided by 53 accounts).
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Questions about Monarch
Is Monarch Bhatt a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Monarch holds no broker registration, and Ascent Fintech reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Monarch charge for financial advice?
Monarch's firm, Ascent Fintech, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Monarch Bhatt based?
Monarch Bhatt is based in Carol Stream, Illinois.
What credentials does Monarch Bhatt hold?
Monarch Bhatt holds the CFP credential.
Is Monarch Bhatt registered with the SEC?
Yes. Monarch Bhatt is registered as an investment adviser representative in IL and TX (CRD 7420605), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Ascent Fintech manage?
Ascent Fintech reports $4.8M across 53 accounts in assets under management.
How do I contact Monarch Bhatt?
Through Monarch's website, ascentfintech.net.
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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