Mark Burka
Mendel Money Management · Northbrook, Illinois
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.
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Specialties
Who they serve
- Retirees
- Founders
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 |
| Assets under management | $317.1M across 631 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in IL, TX · CRD 1736769 |
| Exams passed | Series 65 (1992) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.mendelmoney.com |
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Questions about Mark
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.
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
- Mendel Money 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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