Mark Mayfield
Mark Mayfield is a CFP-designated registered investment advisor at Professional Financial Advisors, LLC, based in North Platte, NE, with 8 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, High Net Worth, Insurance Planning, and 3 more. Their firm serves 3,345 clients with $770M 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 $1.0M | 0.75% |
| $1M+ | 0.50% |
Rates reflect the American Funds mutual fund platform schedule. Wrap fee program and variable annuity portfolios charge an annual fee of up to 1.60%. Fees are negotiable.
Fee Estimator
Location
1400 S Dewey St, Suite 300, North Platte, NE, 69101-5311
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 is an independent insurance agent with licenses in life & annuities, sickness/accident & health, and variable contracts, dedicating a few hours per week to this business. He also owns Mayfield Wealth Solutions Inc., a pass-through entity for 1099 income, spending minimal time on it.
Employment History
Current Registrations
Professional Financial Advisors, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Securities America Advisors, INC.
Securities America, INC.Broker
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.
Exams
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