# Mark Adams

> Mark Adams is a fee-only financial advisor at The DBS Companies in Bloomington, Indiana, who holds the CFP credential. Mark focuses on physicians & residents, retirement planning and student loans. The DBS Companies reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/mark-adams/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** The DBS Companies
- **Based in:** Bloomington, Indiana
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $280.2M across 973 accounts
- **Credentials:** CFP
- **Specialties:** Physicians & residents, Retirement planning, Student loans, Small business owners
- **Works with:** Physicians, Retirees
- **CRD:** 5706583 (https://adviserinfo.sec.gov/individual/summary/5706583)
- **SEC registration:** Investment adviser representative in IN
- **Exams passed:** Series 66 (2010)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** http://www.thedbscompanies.com

## Frequently asked questions

### Is Mark Adams a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and The DBS Companies reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Mark charge for financial advice?

Mark's firm, The DBS Companies, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Mark Adams based?

Mark Adams is based in Bloomington, Indiana.

### What does Mark specialize in?

Mark's specialties include physicians & residents, retirement planning, student loans and small business owners. Mark works with physicians and retirees.

### What credentials does Mark Adams hold?

Mark Adams holds the CFP credential.

### Is Mark Adams registered with the SEC?

Yes. Mark Adams is registered as an investment adviser representative in IN (CRD 5706583), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does The DBS Companies manage?

The DBS Companies reports $280.2M across 973 accounts in assets under management.

### How do I contact Mark Adams?

Through Mark's website, www.thedbscompanies.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5706583): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://thedbscompanies.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.