# Mark Farrelly

> Mark Farrelly is a fee-only financial advisor at Cairn Wealth Management in Vancouver, Washington, who holds the CFP and ChFC credentials. Mark focuses on retirement planning, tax planning and estate & legacy planning. Cairn Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Cairn Wealth Management
- **Based in:** Vancouver, Washington
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $385.0M across 806 accounts
- **Credentials:** CFP, ChFC
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning, Family wealth transfer
- **Works with:** Retirees, Pre-retirees, Executives, Founders, Early-career professionals, Multi-generational families, High earners
- **CRD:** 4457364 (https://adviserinfo.sec.gov/individual/summary/4457364)
- **SEC registration:** Investment adviser representative in CA, OR, SC, WA
- **Exams passed:** Series 63 (2002), Series 66 (2004)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** http://www.cairninvestment.com

## Frequently asked questions

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

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

### Where is Mark Farrelly based?

Mark Farrelly is based in Vancouver, Washington.

### What does Mark specialize in?

Mark's specialties include retirement planning, tax planning, estate & legacy planning and family wealth transfer. Mark works with retirees, pre-retirees, executives, founders and early-career professionals.

### What credentials does Mark Farrelly hold?

Mark Farrelly holds the CFP and ChFC credentials.

### Is Mark Farrelly registered with the SEC?

Yes. Mark Farrelly is registered as an investment adviser representative in CA, OR, SC and WA (CRD 4457364), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Cairn Wealth Management manage?

Cairn Wealth Management reports $385.0M across 806 accounts in assets under management.

### How do I contact Mark Farrelly?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4457364): 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://cairnw.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.