Mark Dyer
Mechfi · Sacramento, California
Mark Dyer is a fee-only financial advisor at Mechfi in Sacramento, California. Mechfi reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Mechfi |
|---|---|
| Based in | Sacramento, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $234K across 7 accounts |
| SEC registration | Investment adviser representative in CA · CRD 6468994 |
| Exams passed | Series 63 (2015) · Series 65 (2018) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.mechfi.com |
| Profile |
How Mark's firm compares
- Mechfi's average account is about $33,000, from its Form ADV (assets managed divided by 7 accounts).
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Questions about Mark
Is Mark Dyer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and Mechfi 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, Mechfi, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Mark Dyer based?
Mark Dyer is based in Sacramento, California.
Is Mark Dyer registered with the SEC?
Yes. Mark Dyer is registered as an investment adviser representative in CA (CRD 6468994), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Mechfi manage?
Mechfi reports $234K across 7 accounts in assets under management.
How do I contact Mark Dyer?
Through Mark's website, www.mechfi.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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