John Sykora is a CFP-designated registered investment advisor at Monarch Wealth Management, LLC, based in Leawood, KS, with 26 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 22 clients with $50M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $800K | 1.00% |
| $800K - $2.0M | 0.80% |
| $2.0M - $4.0M | 0.50% |
| $4M+ | 0.25% |
Fees and minimums are negotiable based on asset amount, earning capacity, related accounts, and asset complexity. Monarch Wealth Management also features a Loyalty Rewards Program where the sixth full year of service and every sixth year thereafter are free of charge.
Fee Estimator
Location
4901 W. 136th Street, Suite 21, Leawood, KS, 66224
Get directionsHistory
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.
Learn about disclosures →Other Business Activities
John is the majority owner of Roar Investments, LLC, an executive suites office leasing business, since 2018. He spends a few hours per week on light bookkeeping tasks for the business.
Employment History
Current Registrations
Monarch Wealth Management, LLC
Previous Registrations
American Century Investment Management INC
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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