# Mark Briggs

> Mark Briggs is a fee-only financial advisor at Briggs Wealth Management, Inc. in Glastonbury, Connecticut, who holds the CFP, CPA/PFS and MBA credentials. Briggs Wealth Management, Inc. reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/mark-briggs/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Briggs Wealth Management, Inc.
- **Based in:** Glastonbury, Connecticut
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $362.0M across 689 accounts
- **Credentials:** CFP, CPA/PFS, MBA
- **CRD:** 2898839 (https://adviserinfo.sec.gov/individual/summary/2898839)
- **SEC registration:** Investment adviser representative in CT
- **Exams passed:** Series 65 (1997), Series 63 (1997)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** http://briggswealthmgmt.com

## Frequently asked questions

### Is Mark Briggs a fee-only financial advisor?

Yes. Mark Briggs is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Mark's firm.

### How does Mark charge for financial advice?

Mark's firm, Briggs Wealth Management, Inc., reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Mark Briggs based?

Mark Briggs is based in Glastonbury, Connecticut.

### What credentials does Mark Briggs hold?

Mark Briggs holds the CFP, CPA/PFS and MBA credentials.

### Is Mark Briggs registered with the SEC?

Yes. Mark Briggs is registered as an investment adviser representative in CT (CRD 2898839), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Briggs Wealth Management, Inc. manage?

Briggs Wealth Management, Inc. reports $362.0M across 689 accounts in assets under management.

### How do I contact Mark Briggs?

Through Mark's website, briggswealthmgmt.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/2524): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.