Mark Guastaferri
Origin Wealth Advisers · New York, New York
Mark Guastaferri is a fee-only financial advisor at Origin Wealth Advisers in New York, New York. Origin Wealth Advisers reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Origin Wealth Advisers |
|---|---|
| Based in | New York, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $80.6M across 290 accounts |
| SEC registration | Investment adviser representative in CT, NY, TX · CRD 6132257 |
| Exams passed | Series 65 (2020) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.originwa.com/blog |
| Profile |
How Mark's firm compares
- Origin Wealth Advisers's average account is about $278,000, from its Form ADV (assets managed divided by 290 accounts).
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Questions about Mark
Is Mark Guastaferri a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and Origin Wealth Advisers 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, Origin Wealth Advisers, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Mark Guastaferri based?
Mark Guastaferri is based in New York, New York.
Is Mark Guastaferri registered with the SEC?
Yes. Mark Guastaferri is registered as an investment adviser representative in CT, NY and TX (CRD 6132257), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Origin Wealth Advisers manage?
Origin Wealth Advisers reports $80.6M across 290 accounts in assets under management.
How do I contact Mark Guastaferri?
Through Mark's website, www.originwa.com/blog.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in New York
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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