Mark Boujikian
Keymark Financial · Rolling Hills Estates, California
Mark Boujikian is a fee-only financial advisor at Keymark Financial in Rolling Hills Estates, California, who holds the CFP credential. Mark charges a percentage of assets, an ongoing planning fee, a one-time planning fee and hourly fees (ongoing planning from $4,800 a year and one-time plans from $1,500) and focuses on equity compensation, retirement planning and tax planning.
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Specialties
Who they serve
- Tech employees
Facts
| Firm | Keymark Financial |
|---|---|
| Based in | Rolling Hills Estates, California |
| Fee model | Percentage of assets · Ongoing planning fee · One-time planning fee · Hourly |
| Fees (firm's website) | Ongoing planning from $4,800 a year · One-time plans from $1,500 · $450 an hour · 0.7% a year on the first tier of assets managed · A $500,000 asset minimum |
| Assets under management | $40.5M across 225 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 5971620 |
| Exams passed | Series 65 (2011) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.keymarkfinancial.net |
| Profile |
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Questions about Mark
Is Mark Boujikian a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and Keymark Financial 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 charges a percentage of assets, an ongoing planning fee, a one-time planning fee and hourly fees.
How much does Mark charge?
According to Keymark Financial's website, checked October 30, 2026: ongoing planning from $4,800 a year; one-time plans from $1,500; $450 an hour; 0.7% a year on the first tier of assets managed; a $500,000 asset minimum.
Where is Mark Boujikian based?
Mark Boujikian is based in Rolling Hills Estates, California.
What does Mark specialize in?
Mark's specialties include equity compensation, retirement planning, tax planning and estate & legacy planning. Mark works with tech employees.
What credentials does Mark Boujikian hold?
Mark Boujikian holds the CFP credential.
Is Mark Boujikian registered with the SEC?
Yes. Mark Boujikian is registered as an investment adviser representative in CA (CRD 5971620), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Keymark Financial manage?
Keymark Financial reports $40.5M across 225 accounts in assets under management.
How do I contact Mark Boujikian?
Through Mark's website, www.keymarkfinancial.net.
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
- Keymark Financial 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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