Mark Fenlon
Mark Fenlon is a CFA-designated registered investment advisor at Cliftonlarsonallen Wealth Advisors, LLC, based in Minneapolis, MN, with 32 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, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 7,010 clients with $13B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.10% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees charged quarterly in advance. Separate fees may be charged for financial planning update services, as well as other services. Fees may be individually negotiated.
Fee Estimator
Location
220 S. Sixth Street, Suite 300, Minneapolis, MN, 55402-4505
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Mark is a principal at CliftonLarsonAllen LLP, a public accounting firm. He is also a director at Collidion, Inc., a healthcare company, where he provides non-investment-related management advice and reviews information at board meetings, dedicating minimal time to this role.
Employment History
Current Registrations
Cliftonlarsonallen Wealth Advisors, LLCBroker
Cliftonlarsonallen Wealth Advisors, LLC
Previous Registrations
Schenck Investment Solutions LLC
Cleary Gull Advisors INC.
BMO Asset Management U.S.
M&i Investment Management CORP.
Morgan Dempsey Capital Management LLC
Associated Brokerage, INC.Broker
Elan Investment Services, INC.Broker
Q & R Clearing CorporationBroker
State Registrations6 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.