Ronald Hall is a registered investment advisor at Monarch Plan Advisors, based in Charlotte, NC, with 4 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 130 clients with $790M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Charlotte, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Ronald provides 401(k) consulting to a business and has been a sole proprietor consultant since 2008. These activities require minimal time and are not investment-related.
Employment History
Current Registrations
Monarch Plan Advisors
Previous Registrations
Ascensus Broker Dealer Services, LLCBroker
Principal Securities, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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