Mark Willets
Mark Willets is a registered investment advisor at Stratos Wealth Partners, LTD, based in Scottsdale, AZ, with 33 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 4 more. Their firm serves 21,699 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Stratos Wealth Partners (SWP) offers investment management through Strategic Wealth Management (SWM) accounts and other advisor-managed, non-wrap accounts.
With SWM and other advisor-managed, non-wrap accounts, you'll pay an advisory fee to SWP, plus transaction charges for each trade. The maximum annual advisory fee is 2.0% of the assets managed. In limited cases, SWP may apply a flat fee to provide asset management services, but the maximum flat fee will be no more than 2.0% of the assets under management.
A minimum account value of $10,000 is required for SWM and other advisor-managed, non-wrap accounts; however, in certain instances, the minimum account size may be lower.
Location
6909 E Greenway Parkway Suite 250, Scottsdale, AZ, 85254
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
March 2025Customer Dispute
December 2024Other Business Activities
Mark spends nearly all of his time working with Stratos Wealth Partners as an LPL business and registered investment advisor. He also owns Rancho 2033 LLC, a real estate rental property, dedicating minimal time to it.
Employment History
Current Registrations
Stratos Wealth Partners, LTD
LPL Financial LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Wells Fargo Investments, LLCBroker
Prudential Securities IncorporatedBroker
Painewebber IncorporatedBroker
Salomon Smith Barney INC.Broker
Charles Schwab & CO., INC.Broker
State Registrations24 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.