Mark Godfrey is a registered investment advisor at Sunstone Financial, based in Chandler, AZ, with 29 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 216 clients with $89M 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 | 1.25% |
Fees may be negotiable.
Fee Estimator
Location
25 Arizona Place, 5th Floor, Chandler, AZ, 85225
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 an insurance agent selling fixed annuities, life, health, and disability insurance since 2004, dedicating a few hours per week to this activity. He also serves as an expert witness on security-related legal questions, spending minimal time on this investment-related activity.
Employment History
Current Registrations
Sunstone Financial
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
Marathon Advisors, INC
C.R.I. Securities, INC.Broker
Securian Financial Services, INC.Broker
State Registrations2 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.