Josiah Sears is a CFP-designated registered investment advisor at Mvrk Financial Consultants, LLC, based in Palm Harbor, FL, with 5 years of industry experience. Josiah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 5 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees typically range from 0.25% to 1.00% annually based on assets under advisement and are fully negotiable.
Fee Estimator
Location
361 N. Carolina Ave, Palm Harbor, FL, 34683
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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 →Employment History
Current Registrations
Mvrk Financial Consultants, LLC
Previous Registrations
Mvrk Financial Consultants, LLC
49 Financial
Oxford Financial Group, LTD
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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