Mark Bates
Wealthquest · Cincinnati, Ohio
Mark Bates is a fee-only financial advisor at Wealthquest in Cincinnati, Ohio, who holds the CFP credential. Mark focuses on tax planning and estate & legacy planning. Wealthquest reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Wealthquest |
|---|---|
| Based in | Cincinnati, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $2.22B across 5,241 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH, TX · CRD 4606121 |
| Exams passed | Series 63 (2002) · Series 66 (2004) |
| Firm size | 42 employees |
| Disclosures | None reported |
| Website | www.wqcorp.com |
How Mark's firm compares
- Wealthquest's average account is about $424,000, from its Form ADV (assets managed divided by 5,241 accounts).
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Questions about Mark
Is Mark Bates a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and Wealthquest 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, Wealthquest, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Mark Bates based?
Mark Bates is based in Cincinnati, Ohio.
What does Mark specialize in?
Mark's specialties include tax planning and estate & legacy planning.
What credentials does Mark Bates hold?
Mark Bates holds the CFP credential.
Is Mark Bates registered with the SEC?
Yes. Mark Bates is registered as an investment adviser representative in OH and TX (CRD 4606121), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wealthquest manage?
Wealthquest reports $2.22B across 5,241 accounts in assets under management.
How do I contact Mark Bates?
Through Mark's website, www.wqcorp.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
- Wealthquest website : specialties, clients served, and fees, checked October 30, 2026
- 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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