MD
MD

Mark Debenedetti

14 Years of Experience

Mark Debenedetti is a registered investment advisor at Nova Financial Services, based in Tucson, AZ, with 14 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 737 clients with $390M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
737 clients
Average Client Portfolio
$531K average
Assets Under Management
$391.2M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.50%
$500K - $2.0M2.25%
$2.0M - $5.0M2.00%
$5.0M - $10.0M1.75%
$10M+Included

Fees are negotiable for accounts over $10,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1630 E River Rd, Suite 212, Tucson, AZ, 85718

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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 owns several businesses, including a CPA practice (Debenedetti & Co), a property holding company, and an equipment leasing company. He also owns multiple LLCs related to real estate and investment activities, though one investment club is dormant.

Employment History
Current Registrations
Nova Financial Services
September 2011 - Present · 14 yrs 7 mos
State Registrations1 state
AZ
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 Debenedetti - Financial Advisor | TrueAdvisor