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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- OakFoundation frontier
- Established Date
- 03-01-2024
- Office Locations
- 3
Office Locations
About Blue Monarch Financial Inc.
Blue Monarch Financial Services (Blue Monarch Financial, Inc.) is a Texas state-registered RIA focused on helping retirees and near-retirees build and execute retirement plans. The firm delivers sustainable spending and retirement income planning alongside tax, estate, long-term care, insurance, and ongoing wealth management/portfolio allocation guidance. Notable for its “Retirement Readiness with Brigette Engstrom” radio show and use of Schwab/Fidelity custody.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
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Technology
Owner & Executives
BRIGETTE MARIE CUTCHINS ENGSTROM
Chief Executive Officer, Financial Professional
- CRD
- --
- Ownership
- 50% but less than 75%
BRIAN MCDONALD MEGENITY
Chief Compliance Officer
- CRD
- #2889637
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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JONATHAN DAVID FRAZIER
--
- CRD
- #4364934
Showing 1 of 3 contacts
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,851,459 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,851,459 | -- |
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Separately Managed Accounts
Total SMA Asset: $8,851,459
| Asset class | Assets | Assets % |
|---|---|---|
| Other | $1,727,408,865 | 21.1% |
| Equity - Exchange | $2,095,813,599 | 25.6% |
| Cash | $4,363,549,406 | 53.3% |
| Total | $8,186,771,870 | 100.0% |