# Mark Demos

> Mark Demos is a fee-only financial advisor at Anson Analytics in Tyrone, Georgia, who holds the CFA credential. Mark focuses on estate & legacy planning, tax planning and sustainable & impact investing. Anson Analytics reports charging a percentage of assets and hourly fees on its Form ADV.

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

## Facts

- **Firm:** Anson Analytics
- **Based in:** Tyrone, Georgia
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $242.2M across 445 accounts
- **Credentials:** CFA
- **Specialties:** Estate & legacy planning, Tax planning, Sustainable & impact investing
- **CRD:** 2966539 (https://adviserinfo.sec.gov/individual/summary/2966539)
- **SEC registration:** Investment adviser representative in MN
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://www.ansoncap.com

## Frequently asked questions

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

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

### Where is Mark Demos based?

Mark Demos is based in Tyrone, Georgia.

### What does Mark specialize in?

Mark's specialties include estate & legacy planning, tax planning and sustainable & impact investing.

### What credentials does Mark Demos hold?

Mark Demos holds the CFA credential.

### Is Mark Demos registered with the SEC?

Yes. Mark Demos is registered as an investment adviser representative in MN (CRD 2966539), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Anson Analytics manage?

Anson Analytics reports $242.2M across 445 accounts in assets under management.

### How do I contact Mark Demos?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2966539): 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://www.ansonanalytics.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.