# Mark Burka

> Mark Burka is a fee-only financial advisor at Mendel Money Management in Northbrook, Illinois, who holds the CFA credential. Mark focuses on small business owners, retirement planning and estate & legacy planning. Mendel Money Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Mendel Money Management
- **Based in:** Northbrook, Illinois
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $317.1M across 631 accounts
- **Credentials:** CFA
- **Specialties:** Small business owners, Retirement planning, Estate & legacy planning, Tax planning, Equity compensation
- **Works with:** Retirees, Founders
- **CRD:** 1736769 (https://adviserinfo.sec.gov/individual/summary/1736769)
- **SEC registration:** Investment adviser representative in IL, TX
- **Exams passed:** Series 65 (1992)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** https://www.mendelmoney.com/

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and Mendel Money 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, Mendel Money Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Mark Burka based?

Mark Burka is based in Northbrook, Illinois.

### What does Mark specialize in?

Mark's specialties include small business owners, retirement planning, estate & legacy planning, tax planning and equity compensation. Mark works with retirees and founders.

### What credentials does Mark Burka hold?

Mark Burka holds the CFA credential.

### Is Mark Burka registered with the SEC?

Yes. Mark Burka is registered as an investment adviser representative in IL and TX (CRD 1736769), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Mendel Money Management manage?

Mendel Money Management reports $317.1M across 631 accounts in assets under management.

### How do I contact Mark Burka?

Through Mark's website, www.mendelmoney.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1736769): 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://mendelmoney.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.