Mark Holdwick
The Monitor Group · Martinez, Georgia
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.
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Facts
| Firm | The Monitor Group |
|---|---|
| Based in | Martinez, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $167.2M across 654 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in GA, TX · CRD 7425613 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.themonitorgroup.net |
How Mark's firm compares
- The Monitor Group's average account is about $256,000, from its Form ADV (assets managed divided by 654 accounts).
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Questions about Mark
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.
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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