Monarch Plan Advisors

Overview

Monarch Plan Advisors is a corporation operating as an institutional registered investment adviser that focuses on serving institutional clients, primarily in pension consulting. The firm registered with the SEC in 2017 and is owned by an individual. Its compensation model combines percentage-of-AUM billing with fixed-fee arrangements. Monarch is identified as a pension consultant and lists pension consulting services among its core advisory activities. The firm is not positioned as a capital allocator and is not flagged as an active ESG investor. It is not identified as a related adviser. Its profile indicates a consulting-oriented practice that supports plan sponsors rather than a manager that originates or seeds private fund strategies.

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Location & Offices