Monroe Financial provides financial planning and pension consulting services. The firm assists employee benefit plans, such as 401(k) plans, with investment guidance, monitoring investment options, and recommending service providers. For individuals, Monroe Financial offers comprehensive financial planning covering investment strategy, life insurance needs, tax concerns, retirement planning, college savings, and debt management. Investment advice generally focuses on mutual funds, exchange-traded funds, real estate funds, equities, and fixed income securities. Marc D. Farmer serves as the primary owner and leads the firm, which operates out of Chicago, Illinois.
Assets Under Management$8.3M
Clients118
Advisors1
Avg. per Client$70K
Avg. per Advisor$8.3M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
- Financial planning based on complexity — Hourly rates range from $60 to $150, with most plans taking between 2 and 12 hours depending on the specific topics covered (such as investment planning, retirement, tax concerns, and life insurance).
One-Time Plan:$120 - $1,800
Hourly Rate:$60 - $150/hr
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