Mark Harris
Mark Harris Services · Cameron Park, California
Mark Harris is a fee-only financial advisor at Mark Harris Services in Cameron Park, California. Mark Harris Services reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Mark Harris Services |
|---|---|
| Based in | Cameron Park, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $27M across 60 accounts |
| SEC registration | Investment adviser representative in CA · CRD 4177280 |
| Exams passed | Series 66 (2000) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Mark's firm compares
- Mark Harris Services's average account is about $450,000, from its Form ADV (assets managed divided by 60 accounts).
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Questions about Mark
Is Mark Harris a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and Mark Harris Services 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, Mark Harris Services, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Mark Harris based?
Mark Harris is based in Cameron Park, California.
Is Mark Harris registered with the SEC?
Yes. Mark Harris is registered as an investment adviser representative in CA (CRD 4177280), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Mark Harris Services manage?
Mark Harris Services reports $27M across 60 accounts in assets under management.
How do I contact Mark Harris?
Contact details aren't on file yet. Search for Mark Harris Services.
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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