# MONARCH PLAN ADVISORS

MONARCH PLAN ADVISORS of SIMI VALLEY, CA is an SEC-registered investment adviser.

## Registration

- CRD: 286612
- Type: SEC-registered investment adviser
- SEC file number: 801-111651
- Location: 3355 COCHRAN STREET, SUITE 101, SIMI VALLEY, CA, 93063
- Phone: (818) 444-0376
- Latest filing: 2026-07-14
- Regulatory AUM: $792.6M
- Discretionary AUM: $442.2M
- Non-discretionary AUM: $350.3M
- Clients: 4
- Accounts: 130

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Pensions

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Michael Fine | RETIREMENT PLAN CONSULTANT, MEMBER | Newport Beach, CA |
| Steven T Wilkinson | PRESIDENT, CCO, MEMBER | — |
| FINE ROBERT MICHAEL | RETIREMENT PLAN CONSULTANT; RETIREMENT PLAN CONSULTANT, MEMBER | — |
| WILKINSON STEVEN T | PRESIDENT, CCO, MEMBER; PRESIDENT & CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/286612/brochure
- Similar advisers: https://search.stillhousedata.com/firm/286612/similar
- Related entities: https://search.stillhousedata.com/firm/286612/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/286612

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.