Mark Durham
Medicus Wealth Planning · Draper, Utah
Mark Durham is a fee-only financial advisor at Medicus Wealth Planning in Draper, Utah. Medicus Wealth Planning reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Medicus Wealth Planning |
|---|---|
| Based in | Draper, Utah |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $160.8M across 558 accounts |
| SEC registration | Investment adviser representative in UT · CRD 1619530 |
| Exams passed | Series 63 (1987) · Series 65 (2019) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.medicuswealthplanning.com |
How Mark's firm compares
- Medicus Wealth Planning's average account is about $288,000, from its Form ADV (assets managed divided by 558 accounts).
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Questions about Mark
Is Mark Durham a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and Medicus Wealth Planning 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, Medicus Wealth Planning, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Mark Durham based?
Mark Durham is based in Draper, Utah.
Is Mark Durham registered with the SEC?
Yes. Mark Durham is registered as an investment adviser representative in UT (CRD 1619530), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Medicus Wealth Planning manage?
Medicus Wealth Planning reports $160.8M across 558 accounts in assets under management.
How do I contact Mark Durham?
Through Mark's website, www.medicuswealthplanning.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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