Fee Only Investment Advisor

Fee-Only Investment Advisor

Our firm is proud to be a Registered Investment Advisor (RIA) and believe it lets our clients know we strive for the highest standards of professionalism. The distinction between Monarch Plan Advisors as a Registered Investment Advisor (RIA) vs. a firm that charges commissions is:

  1. As an RIA, we are co-investment fiduciaries to our plan sponsor clients, and are held to a fiduciary standard of care.

  2. Our firm is required by law to put our clients best interests first.

  3. We are compensated by a percentage of assets and/or a billable fee; we do not make commissions.