Mark Freret is a CFP-designated registered investment advisor at Covered Bridge Financial LLC, based in Powder Springs, GA, 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 Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Financial Plan - $1,100 to $6,000, depending on the complexity of the client's situation and the time estimated to complete the plan.
- Financial Plan Review - Typically costs 60-75% of the original financial plan cost.
Location
Powder Springs, GA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Covered Bridge Financial LLC
Previous Registrations
Covered Bridge Financial LLC
State Registrations1 state
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