Mark Gleason
WESCAP Group · Glendale, California
Mark Gleason is a fee-only financial advisor at WESCAP Group in Glendale, California, who holds the CFA credential. WESCAP Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | WESCAP Group |
|---|---|
| Based in | Glendale, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $1.09B across 1,242 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA, TX · CRD 1172676 |
| Exams passed | Series 65 (1992) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | wescapgroup.com |
| Profile |
How Mark's firm compares
- WESCAP Group's average account is about $876,000, from its Form ADV (assets managed divided by 1,242 accounts).
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Questions about Mark
Is Mark Gleason a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and WESCAP 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, WESCAP Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Mark Gleason based?
Mark Gleason is based in Glendale, California.
What credentials does Mark Gleason hold?
Mark Gleason holds the CFA credential.
Is Mark Gleason registered with the SEC?
Yes. Mark Gleason is registered as an investment adviser representative in CA and TX (CRD 1172676), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does WESCAP Group manage?
WESCAP Group reports $1.09B across 1,242 accounts in assets under management.
How do I contact Mark Gleason?
Through Mark's website, wescapgroup.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Glendale
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
- WESCAP Group website : specialties, clients served, and fees, checked October 30, 2026
- 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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