Mark Huffman
Mark C. Huffman, Cpa/ria · San Diego, California
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.
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Facts
| Firm | Mark C. Huffman, Cpa/ria |
|---|---|
| Based in | San Diego, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $117M across 520 accounts |
| SEC registration | Investment adviser representative in CA · CRD 4990065 |
| Firm size | 1 employee |
| Disclosures | None reported |
How Mark's firm compares
- Mark C. Huffman, Cpa/ria's average account is about $225,000, from its Form ADV (assets managed divided by 520 accounts).
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Questions about Mark
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.
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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