Mark Wilson is a registered investment advisor at Wilson, Mark Henry, based in Pebble Beach, CA, with 11 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, Insurance Planning, Retirement Planning, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
Wilson charges either $250 per hour for financial planning work or a fixed fee agreed upon in advance, ranging from $500 to $5,000. Fees are due upon completion of services.
Location
Pebble Beach, CA
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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.
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Mark is a full-time CPA and a part-time real estate broker in California. Neither of these activities are investment-related.
Employment History
Current Registrations
Wilson, Mark Henry
Previous Registrations
Wilson, Mark Henry
Wilson, Mark Henry
Wilson, Mark Henry
State Registrations1 state
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.