Mark Doehla
Great Diamond Partners · Stowe, Vermont
Mark Doehla is a fee-only financial advisor at Great Diamond Partners in Stowe, Vermont. Great Diamond Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Great Diamond Partners |
|---|---|
| Based in | Stowe, Vermont |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $804.1M across 1,736 accounts |
| SEC registration | Investment adviser representative in ME, TX, VT · CRD 2800367 |
| Exams passed | Series 63 (2001) · Series 65 (2025) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.greatdiamondpartners.com |
How Mark's firm compares
- Great Diamond Partners's average account is about $463,000, from its Form ADV (assets managed divided by 1,736 accounts).
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Questions about Mark
Is Mark Doehla a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and Great Diamond Partners 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, Great Diamond Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Mark Doehla based?
Mark Doehla is based in Stowe, Vermont.
Is Mark Doehla registered with the SEC?
Yes. Mark Doehla is registered as an investment adviser representative in ME, TX and VT (CRD 2800367), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Great Diamond Partners manage?
Great Diamond Partners reports $804.1M across 1,736 accounts in assets under management.
How do I contact Mark Doehla?
Through Mark's website, www.greatdiamondpartners.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
- 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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