Mark Reyes is a CFP-designated registered investment advisor at Casita Financial Planning, based in El Segundo, CA, with 6 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, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 21 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 0.90% |
| $2.5M - $10.0M | 0.75% |
| $10M+ | 0.65% |
Fees are negotiable and household accounts may be aggregated.
Fee Estimator
Location
840 Apollo St, Ste 100, El Segundo, CA, 90245
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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 Activities
Mark is a volunteer financial literacy teacher for a non-profit, a volunteer financial advisor for the Financial Planning Association, and an advisory board member for the Pilipino Alumni Association of UCLA. He dedicates minimal time to each of these activities.
Employment History
Current Registrations
Casita Financial Planning
Nectarine
Previous Registrations
Nerdwallet Advisory
Albert Securities, LLCBroker
Albert Investments, LLC
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.
Exams
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