Mark Crowe
Crowe Financial Group · Hillsboro, Ohio
Mark Crowe is a fee-only financial advisor at Crowe Financial Group in Hillsboro, Ohio. Mark focuses on retirement planning and estate & legacy planning. Crowe Financial Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Mark →
Specialties
Facts
| Firm | Crowe Financial Group |
|---|---|
| Based in | Hillsboro, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $17.6M across 273 accounts |
| SEC registration | Investment adviser representative in OH · CRD 1675944 |
| Exams passed | Series 63 (2000) · Series 66 (2006) |
| Firm size | 4 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.crowefinancial.com |
How Mark's firm compares
- Crowe Financial Group's average account is about $64,000, from its Form ADV (assets managed divided by 273 accounts).
Request an introduction to Mark
Tell Mark a little about what you're looking for. Mark isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Mark
Is Mark Crowe a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and Crowe Financial 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, Crowe Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Mark Crowe based?
Mark Crowe is based in Hillsboro, Ohio.
What does Mark specialize in?
Mark's specialties include retirement planning and estate & legacy planning.
Is Mark Crowe registered with the SEC?
Yes. Mark Crowe is registered as an investment adviser representative in OH (CRD 1675944), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Crowe Financial Group manage?
Crowe Financial Group reports $17.6M across 273 accounts in assets under management.
How do I contact Mark Crowe?
Through Mark's website, www.crowefinancial.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
- Crowe Financial 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.
See something wrong? Request a correction. Read our methodology.