# Mark Holdwick

> Mark Holdwick is a fee-only financial advisor at The Monitor Group in Martinez, Georgia, who holds the CFP credential. The Monitor Group reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** The Monitor Group
- **Based in:** Martinez, Georgia
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $167.2M across 654 accounts
- **Credentials:** CFP
- **CRD:** 7425613 (https://adviserinfo.sec.gov/individual/summary/7425613)
- **SEC registration:** Investment adviser representative in GA, TX
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://www.themonitorgroup.net/

## Frequently asked questions

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

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

### Where is Mark Holdwick based?

Mark Holdwick is based in Martinez, Georgia.

### What credentials does Mark Holdwick hold?

Mark Holdwick holds the CFP credential.

### Is Mark Holdwick registered with the SEC?

Yes. Mark Holdwick is registered as an investment adviser representative in GA and TX (CRD 7425613), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does The Monitor Group manage?

The Monitor Group reports $167.2M across 654 accounts in assets under management.

### How do I contact Mark Holdwick?

Through Mark's website, www.themonitorgroup.net.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7425613): 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.