Colby Mank
Mason & Associates · Apex, North Carolina
Colby Mank is a fee-only financial advisor at Mason & Associates in Apex, North Carolina. Mason & Associates reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Mason & Associates |
|---|---|
| Based in | Apex, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $471.4M across 1,687 accounts |
| SEC registration | Investment adviser representative in NC, VA · CRD 7604867 |
| Exams passed | Series 65 (2023) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.masonllc.net |
How Colby's firm compares
- Mason & Associates's average account is about $279,000, from its Form ADV (assets managed divided by 1,687 accounts).
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Questions about Colby
Is Colby Mank a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Colby holds no broker registration, and Mason & Associates reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Colby charge for financial advice?
Colby's firm, Mason & Associates, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Colby Mank based?
Colby Mank is based in Apex, North Carolina.
Is Colby Mank registered with the SEC?
Yes. Colby Mank is registered as an investment adviser representative in NC and VA (CRD 7604867), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Mason & Associates manage?
Mason & Associates reports $471.4M across 1,687 accounts in assets under management.
How do I contact Colby Mank?
Through Colby's website, www.masonllc.net.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Apex
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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