Mark Conrad
The Investor Advisory Group · Charleston, South Carolina
Mark Conrad is a fee-only financial advisor at The Investor Advisory Group in Charleston, South Carolina. Mark focuses on retirement planning and estate & legacy planning. The Investor Advisory Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
Facts
| Firm | The Investor Advisory Group |
|---|---|
| Based in | Charleston, South Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $172.1M across 442 accounts |
| SEC registration | Investment adviser representative in NC, SC · CRD 7284090 |
| Exams passed | Series 65 (2020) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.theiag.com |
| Profile |
How Mark's firm compares
- The Investor Advisory Group's average account is about $389,000, from its Form ADV (assets managed divided by 442 accounts).
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Questions about Mark
Is Mark Conrad a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and The Investor Advisory Group 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, The Investor Advisory Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Mark Conrad based?
Mark Conrad is based in Charleston, South Carolina.
What does Mark specialize in?
Mark's specialties include retirement planning and estate & legacy planning. Mark works with retirees.
Is Mark Conrad registered with the SEC?
Yes. Mark Conrad is registered as an investment adviser representative in NC and SC (CRD 7284090), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does The Investor Advisory Group manage?
The Investor Advisory Group reports $172.1M across 442 accounts in assets under management.
How do I contact Mark Conrad?
Through Mark's website, www.theiag.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
- The Investor Advisory Group 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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