Mark Wakeley is a CFP-designated registered investment advisor at Cerity Partners LLC, based in Fort Worth, TX, with 39 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 19,810 clients with $120B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Our comprehensive wealth management service fee is negotiable based on the factors listed herein and generally would not exceed 1.50% per year of assets under advisement.
Fee Estimator
Location
3526 West Vickery Blvd, Fort Worth, TX, 76107
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 ActivitiesSells Insurance
Mark is a registered representative at BD4RIA, Inc. and Wakeley Financial Services, where he also serves as president. Mark also works for BD4RIA Insurance Agency LLC selling insurance products, and is an investment advisor representative at Cerity Partners, LLC.
Employment History
Current Registrations
Cerity Partners LLC
Previous Registrations
Bd4ria, INC.Broker
Triad Advisors LLCBroker
Karsten Advisors
H.D. Vest Advisory Services, INC
Hd Vest Investment ServicesBroker
State Registrations1 state
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.