Mark Whitaker is a CFP-designated registered investment advisor at Retirement Advice LLC, based in Provo, UT, with 10 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 51 clients with $14M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
The annual advisory fee is paid quarterly in advance based on the average daily balance of the client’s account(s). In the event Altruist is used as a custodian, the advisory fee will be billed in advance based on the end-of-quarter account balance.
Fee Estimator
Contact
Mark Whitaker
Location
412 W River'S Edge Dr, Suite 30, Provo, UT, 84664
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 →Employment History
Current Registrations
Retirement Advice LLC
Previous Registrations
Peterson Wealth Advisors, 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
Additional Information
Retirement Advice LLC specializes in helping successful professionals transition from their career to retirement. Retirement Advice LLC uses an innovative approach to retirement planning that guides professionals through a process of transforming their ideas and dreams about retirement into a tangible retirement plan. This approach allows professionals to maximize their retirement income, reduce taxes, and leave an enduring legacy. Retirement Advice LLC specializes in helping you retire early, and retire empowered, so you can not only survive but thrive during your next phase of life.