Mark Allen
Continuum Advisory · Folsom, California
Mark Allen is a fee-only financial advisor at Continuum Advisory in Folsom, California, who holds the CFP credential. Continuum Advisory reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Continuum Advisory |
|---|---|
| Based in | Folsom, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.91B across 3,461 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 5287073 |
| Exams passed | Series 63 (2007) |
| Firm size | 66 employees |
| Disclosures | None reported |
| Website | www.clarkstreetfinancial.com |
How Mark's firm compares
- Continuum Advisory's average account is about $551,000, from its Form ADV (assets managed divided by 3,461 accounts).
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Questions about Mark
Is Mark Allen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and Continuum Advisory 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, Continuum Advisory, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Mark Allen based?
Mark Allen is based in Folsom, California.
What credentials does Mark Allen hold?
Mark Allen holds the CFP credential.
Is Mark Allen registered with the SEC?
Yes. Mark Allen is registered as an investment adviser representative in CA (CRD 5287073), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Continuum Advisory manage?
Continuum Advisory reports $1.91B across 3,461 accounts in assets under management.
How do I contact Mark Allen?
Through Mark's website, www.clarkstreetfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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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