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Mark Zielinski

Fiduciary Architects LLC
42 Years of Experience
Newport Beach, CA
2 Disclosures
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Mark Zielinski is a registered investment advisor at Fiduciary Architects LLC, based in Newport Beach, CA, with 42 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 48 clients with $13M in assets under management.

Fiduciary Architects LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
48 clients
Average Client Portfolio
$271K average
Assets Under Management
$13.0M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees range between 1% and 2% of assets placed under management. Fiduciary Architects may charge a lesser management fee based on certain criteria such as historical relationships or asset amounts, but the total fee will never exceed 2%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3416 Via Lido Suite G, Newport Beach, CA, 92663

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
December 2016
Customer Dispute
January 2000
Withdrawn
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Mark operates Zielinski & Associates as a DBA for consulting and recruiting. This activity takes about 10-20% of his time.

Employment History
Current Registrations
Fiduciary Architects LLC
September 2022 - Present · 4 yrs 1 mo
Previous Registrations
Balboa Wealth Partners, INC.
July 2019 - June 2022 · 2 yrs 11 mos
Sandlapper Wealth Management, LLC
December 2018 - December 2020 · 2 yrs
Sandlapper Securities, LLCBroker
December 2018 - May 2019 · 5 mos
Wells Fargo AdvisorsBroker
September 2008 - December 2016 · 8 yrs 3 mos
Wells Fargo Advisors
September 2008 - December 2016 · 8 yrs 3 mos
Morgan Stanley & CO. IncorporatedBroker
August 2007 - September 2008 · 1 yr 1 mo
Morgan Stanley & CO. Incorporated
August 2007 - September 2008 · 1 yr 1 mo
UBS Financial Services INC.
August 2006 - September 2007 · 1 yr 1 mo
UBS Financial Services INC.Broker
August 2006 - September 2007 · 1 yr 1 mo
Piper Jaffray & CO.Broker
June 2004 - August 2006 · 2 yrs 2 mos
Piper Jaffray & CO.
June 2004 - August 2006 · 2 yrs 2 mos
Wachovia Securities, LLC
July 2003 - June 2004 · 11 mos
Wachovia Securities, LLCBroker
July 2003 - June 2004 · 11 mos
Prudential Securities Incorporated
July 1997 - July 2003 · 6 yrs
Prudential Securities IncorporatedBroker
January 1983 - July 2003 · 20 yrs 6 mos
Unified Securities CorporationBroker
May 1982 - February 1983 · 9 mos
State Registrations2 states
AZCA
Advisor

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
No exam information available for this advisor.
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