Mark Bourguignon
Proprietor Wealth Management · Larkspur, California
Mark Bourguignon is a fee-only financial advisor at Proprietor Wealth Management in Larkspur, California. Mark focuses on small business owners. Proprietor Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- Founders
Facts
| Firm | Proprietor Wealth Management |
|---|---|
| Based in | Larkspur, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Fees (firm's website) | A $1,000,000 asset minimum |
| Assets under management | $84.2M across 114 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 2973310 |
| Exams passed | Series 65 (2016) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.proprietorwm.com |
| Profile |
How Mark's firm compares
- Proprietor Wealth Management's average account is about $738,000, from its Form ADV (assets managed divided by 114 accounts).
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Questions about Mark
Is Mark Bourguignon a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and Proprietor Wealth Management 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, Proprietor Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
How much does Mark charge?
According to Proprietor Wealth Management's website, checked October 30, 2026: a $1,000,000 asset minimum.
Where is Mark Bourguignon based?
Mark Bourguignon is based in Larkspur, California.
What does Mark specialize in?
Mark's specialties include small business owners. Mark works with founders.
Is Mark Bourguignon registered with the SEC?
Yes. Mark Bourguignon is registered as an investment adviser representative in CA and TX (CRD 2973310), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Proprietor Wealth Management manage?
Proprietor Wealth Management reports $84.2M across 114 accounts in assets under management.
How do I contact Mark Bourguignon?
Through Mark's website, www.proprietorwm.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
- Proprietor Wealth Management 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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