Monarch Wealth Strategies

Investment Advisor
in Santa Maria, CA

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About this Advisor

Irene Timmons is a financial advisor based out of Santa Maria, California who has 3 years of relevant experience. Timmons is currently employed by Monarch Wealth Strategies. Over the course of their career, Timmons has held roles at Monarch Wealth Strategies and Lpl Financial, LLC (Formerly: Linsco/Private Ledger). Timmons maintains Series 63 and Series 66 licenses, which qualify them as a securities representative, and can operate in California. Monarch Wealth Strategies is an advisory firm headquartered in Santa Barbara, CA. The company has offices in two locations and just five people on staff. It manages $308 million in assets under management across its 918 accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. The firm advises three charities and foundations. Of its 918 accounts, 43% are held by high-net-worth investors who have more than $1 million in investable assets. The business has a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors usually are based on the services provided. Fees billed by Monarch Wealth Strategies can consist of asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

2151 South College Drive Suite 204
Santa Maria, CA 93455

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Monarch Wealth Strategies Brokerage Details

Total Assets Under Management


CA Average: $7,578,581,321
Total Number of Employees


CA Average: 43
Total Number of Accounts


CA Average: 3,727
Average Account Size


CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Irene Timmons Work History

Irene has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Monarch Wealth Strategies

2005 - Present (19 years)

Lpl Financial, LLC (Formerly: Linsco/Private Ledger)

2018 - 2020 (2 years)

Monarch Wealth Strategies

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of Irene Timmons to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Monarch Wealth Strategies

Nicole Allen
Santa Barbara, CA
Taranvir Pannu
Santa Maria, CA
Aaron Clark
Santa Barbara, CA
Brian Johnson
Santa Barbara, CA
Irene Timmons
Santa Maria, CA
Stephanie Dewitt
Pasadena, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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