# Mark Huffman

> Mark Huffman is a fee-only financial advisor at Mark C. Huffman, Cpa/ria in San Diego, California. Mark C. Huffman, Cpa/ria reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** Mark C. Huffman, Cpa/ria
- **Based in:** San Diego, California
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $117M across 520 accounts
- **CRD:** 4990065 (https://adviserinfo.sec.gov/individual/summary/4990065)
- **SEC registration:** Investment adviser representative in CA
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and Mark C. Huffman, Cpa/ria 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 C. Huffman, Cpa/ria, reports charging a percentage of assets on its SEC Form ADV.

### Where is Mark Huffman based?

Mark Huffman is based in San Diego, California.

### Is Mark Huffman registered with the SEC?

Yes. Mark Huffman is registered as an investment adviser representative in CA (CRD 4990065), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Mark C. Huffman, Cpa/ria manage?

Mark C. Huffman, Cpa/ria reports $117M across 520 accounts in assets under management.

### How do I contact Mark Huffman?

Contact details aren't on file yet. Search for Mark C. Huffman, Cpa/ria.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4990065): 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.