Mark Gargano
National Wealth Management Group · Cincinnati, Ohio
Mark Gargano is a fee-only financial advisor at National Wealth Management Group in Cincinnati, Ohio. National Wealth Management Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | National Wealth Management Group |
|---|---|
| Based in | Cincinnati, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $534.9M across 2,741 accounts |
| SEC registration | Investment adviser representative in KY, TN · CRD 4447940 |
| Exams passed | Series 63 (2007) · Series 65 (2025) · Series 66 (2007) |
| Firm size | 18 employees |
| Disclosures | None reported |
| Website | www.jimlewiswm.com |
How Mark's firm compares
- National Wealth Management Group's average account is about $195,000, from its Form ADV (assets managed divided by 2,741 accounts).
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Questions about Mark
Is Mark Gargano a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and National Wealth Management Group 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, National Wealth Management Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Mark Gargano based?
Mark Gargano is based in Cincinnati, Ohio.
Is Mark Gargano registered with the SEC?
Yes. Mark Gargano is registered as an investment adviser representative in KY and TN (CRD 4447940), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does National Wealth Management Group manage?
National Wealth Management Group reports $534.9M across 2,741 accounts in assets under management.
How do I contact Mark Gargano?
Through Mark's website, www.jimlewiswm.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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