# Mark Folgmann

> Mark Folgmann is a fee-only financial advisor at ARK Advisors in Traverse City, Michigan, who holds the ChFC credential. ARK Advisors reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/mark-folgmann/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** ARK Advisors
- **Based in:** Traverse City, Michigan
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $79.3M across 152 accounts
- **Credentials:** ChFC
- **CRD:** 1128290 (https://adviserinfo.sec.gov/individual/summary/1128290)
- **SEC registration:** Investment adviser representative in MI
- **Exams passed:** Series 63 (1983)
- **Disclosures:** None reported

## Frequently asked questions

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

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

### Where is Mark Folgmann based?

Mark Folgmann is based in Traverse City, Michigan.

### What credentials does Mark Folgmann hold?

Mark Folgmann holds the ChFC credential.

### Is Mark Folgmann registered with the SEC?

Yes. Mark Folgmann is registered as an investment adviser representative in MI (CRD 1128290), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does ARK Advisors manage?

ARK Advisors reports $79.3M across 152 accounts in assets under management.

### How do I contact Mark Folgmann?

Contact details aren't on file yet. Search for ARK Advisors.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1128290): 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

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.