Firm
Monarch Capital Management
Fort Wayne, Indiana
Fee-only
Monarch Capital Management at a glance
- One of 147 fee-only firms based in Indiana in the Wellspent graph.
- 4 advisors are listed here; 2 of 4 hold the CFA.
- Its Form ADV reports 8 employees and 173 individual clients, 90 of them high net worth.
- Its average account is about $1.3 million (assets it manages divided by its 373 accounts).
Fee-only advisors in Indiana · What fee-only advisors charge in Indiana
Facts
| Based in | Fort Wayne, Indiana |
|---|---|
| Website | monarchcapitalmgmt.com |
| Phone | (260) 422-2765 |
Monarch Capital Management fees
Monarch Capital Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $496 million |
| Individual clients | 83 |
| High-net-worth clients | 90 |
| Accounts managed | 373 |
| Employees | 8 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-46796) |
| Financial planning | Offered |
| Form ADV filed | July 29, 2026 |
| SEC record | CRD 106244 |