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MONARCH PLAN ADVISORS

SIMI VALLEY, CA · CRD 286612 · IAPD ↗ · (818) 444-0376

$792.6MRegulatory AUM
5Advisory reps
5Employees
0Clients
n/aPlanning clients
0Private funds
4States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

35
October 2026 — MONARCH PLAN ADVISORS notice-filed in PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
43
October 2026 — MONARCH PLAN ADVISORS added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
15
June 2024 — MONARCH PLAN ADVISORS changed its website from monarchcorpadvisors.com to monarch401k.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
32
May 2024 — MONARCH PLAN ADVISORS notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
40
March 2024 — MONARCH PLAN ADVISORS added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.