Marc Farmer is a registered investment advisor at Monroe Financial INC., based in Chicago, IL, with 10 years of industry experience. Marc 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, Insurance Planning, and 2 more. Their firm serves 197 clients with $13M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
The cost for financial planning services depends on the complexity of the plan, the hourly rate, and the estimated time to create the plan. It's anticipated that each financial planning service will take approximately 2-4 hours. The negotiated hourly fee for these services is between $60 and $150.
Location
1132 S Wabash Ave Ste 605, Chicago, IL, 60605
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Marc is a CPA firm owner providing accounting, bookkeeping, and tax preparation services since 2013, dedicating nearly full-time hours to this. He also serves on the board of directors for Monroe Arts Center, a non-profit, spending minimal time reviewing financial statements and advising on financial matters.
Employment History
Current Registrations
Monroe Financial INC.
Previous Registrations
H.D. Vest Advisory Services, INC
Hd Vest Investment ServicesBroker
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
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.