Mark Bergeron
Smart Portfolios · Lake Forest Park, Washington
Mark Bergeron is a fee-only financial advisor at Smart Portfolios in Lake Forest Park, Washington, who holds the CFP credential. Smart Portfolios reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Smart Portfolios |
|---|---|
| Based in | Lake Forest Park, Washington |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $210.3M across 448 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in WA · CRD 839130 |
| Exams passed | Series 63 (2006) · Series 65 (1993) |
| Firm size | 6 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.smartportfolios.com |
How Mark's firm compares
- Smart Portfolios's average account is about $469,000, from its Form ADV (assets managed divided by 448 accounts).
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Questions about Mark
Is Mark Bergeron a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and Smart Portfolios 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, Smart Portfolios, reports charging a percentage of assets on its SEC Form ADV.
Where is Mark Bergeron based?
Mark Bergeron is based in Lake Forest Park, Washington.
What credentials does Mark Bergeron hold?
Mark Bergeron holds the CFP credential.
Is Mark Bergeron registered with the SEC?
Yes. Mark Bergeron is registered as an investment adviser representative in WA (CRD 839130), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Smart Portfolios manage?
Smart Portfolios reports $210.3M across 448 accounts in assets under management.
How do I contact Mark Bergeron?
Through Mark's website, www.smartportfolios.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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