# Mark Buchanan

> Mark Buchanan is a fee-only financial advisor at Canopy Wealth Management in Middleton, Wisconsin, who holds the CFP credential. Mark charges a percentage of assets (1.2% a year on the first tier of assets managed and a $250,000 asset minimum) and focuses on equity compensation, retirement planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/mark-buchanan/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Canopy Wealth Management
- **Based in:** Middleton, Wisconsin
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1.2% a year on the first tier of assets managed; a $250,000 asset minimum
- **Assets under management (firm):** $1.15B across 2,608 accounts
- **Credentials:** CFP
- **Specialties:** Equity compensation, Retirement planning, Estate & legacy planning, Tax planning, Small business owners
- **Works with:** Tech employees, Executives, Physicians, High earners, Founders, Multi-generational families
- **CRD:** 6429435 (https://adviserinfo.sec.gov/individual/summary/6429435)
- **SEC registration:** Investment adviser representative in AZ, MI, TX, WI
- **Exams passed:** Series 63 (2016)
- **Firm size:** 12 employees
- **Disclosures:** None reported
- **Website:** https://www.canopy-wealth.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and Canopy 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 charges a percentage of assets.

### How much does Mark charge?

According to Canopy Wealth Management's website, checked October 30, 2026: 1.2% a year on the first tier of assets managed; a $250,000 asset minimum.

### Where is Mark Buchanan based?

Mark Buchanan is based in Middleton, Wisconsin.

### What does Mark specialize in?

Mark's specialties include equity compensation, retirement planning, estate & legacy planning, tax planning and small business owners. Mark works with tech employees, executives, physicians, high earners and founders.

### What credentials does Mark Buchanan hold?

Mark Buchanan holds the CFP credential.

### Is Mark Buchanan registered with the SEC?

Yes. Mark Buchanan is registered as an investment adviser representative in AZ, MI, TX and WI (CRD 6429435), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Canopy Wealth Management manage?

Canopy Wealth Management reports $1.15B across 2,608 accounts in assets under management.

### How do I contact Mark Buchanan?

Through Mark's website, www.canopy-wealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6429435): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://canopy-wealth.com/): specialties, clients served, and fees, checked October 30, 2026

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