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Mark Gutrich

24 Years of Experience
Greenwood Village, CO

Mark Gutrich is a registered investment advisor at Fi401k Advisors, based in Greenwood Village, CO, with 24 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 305 clients with $910M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
IM Fee
Planning only
Assets Under Management
$915.0M

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

6041 S Syracuse Way, Suite 200, Greenwood Village, CO, 80111

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Mark is a managing member or member of several LLCs (Gut-Cross Holdings, Gut-Sec Holdings, G4 Holdings LTD., and Gutrich Family Holdings LLC) for personal investment holdings. He spends minimal time per quarter on each, primarily interacting with partners and representatives of portfolio companies.

Employment History
Current Registrations
Fi401k Advisors
April 2014 - Present · 12 yrs 1 mo
Previous Registrations
Eplan Advisors, LLC
July 2000 - January 2013 · 12 yrs 6 mos
State Registrations18 states
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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.
Mark Gutrich - Financial Advisor | TrueAdvisor