Mark Idzik
Nearside Advisors · Indianapolis, Indiana
Mark Idzik is a fee-only financial advisor at Nearside Advisors in Indianapolis, Indiana. Mark charges a percentage of assets and focuses on divorce financial planning, retirement planning and estate & legacy planning.
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Specialties
Who they serve
- Divorced individuals
- Executives
- Retirees
- Multi-generational families
Facts
| Firm | Nearside Advisors |
|---|---|
| Based in | Indianapolis, Indiana |
| Fee model | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $188.6M across 299 accounts |
| SEC registration | Investment adviser representative in IN · CRD 6785467 |
| Exams passed | Series 65 (2017) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.nearsideadvisors.com |
| Profile |
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Questions about Mark
Is Mark Idzik a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and Nearside Advisors 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 charges a percentage of assets.
Where is Mark Idzik based?
Mark Idzik is based in Indianapolis, Indiana.
What does Mark specialize in?
Mark's specialties include divorce financial planning, retirement planning, estate & legacy planning and family wealth transfer. Mark works with divorced individuals, executives, retirees and multi-generational families.
Is Mark Idzik registered with the SEC?
Yes. Mark Idzik is registered as an investment adviser representative in IN (CRD 6785467), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Nearside Advisors manage?
Nearside Advisors reports $188.6M across 299 accounts in assets under management.
How do I contact Mark Idzik?
Through Mark's website, www.nearsideadvisors.com.
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
- Nearside Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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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