Mark Goldfinger
Mark Goldfinger is a registered investment advisor at Stonehenge Retirement Planners, based in Irvine, CA, with 18 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 350 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Stonehenge Retirement Planners charges an annual fee based on the total value of assets under advisement.
The annual fee ranges from 0.05% to 1.50% of the assets. The fees are negotiable, and the advisory relationship can be terminated with 30 days' written notice.
Location
Irvine, CA
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 owns Stonehenge Retirement Planners LLC, an RIA firm, dedicating about a quarter of his time to it. He also sells fixed index annuities through Mark Goldfinger Insurance, spending minimal time on this activity.
Employment History
Current Registrations
Stonehenge Retirement Planners
Previous Registrations
Retirement Wealth Advisors, INC.
Rvw Investing, LLC
Allstate Financial Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations4 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.