# Mark Katz

> Mark Katz is a fee-only financial advisor at Katz Family Financial Advisors in Alexandria, Virginia. Katz Family Financial Advisors reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** Katz Family Financial Advisors
- **Based in:** Alexandria, Virginia
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $110.9M across 333 accounts
- **CRD:** 2018814 (https://adviserinfo.sec.gov/individual/summary/2018814)
- **SEC registration:** Investment adviser representative in DE, LA, MD, NY, VA
- **Exams passed:** Series 63 (1990), Series 65 (1995)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.katzfamilyfinancial.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and Katz Family Financial 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's firm, Katz Family Financial Advisors, reports charging a percentage of assets on its SEC Form ADV.

### Where is Mark Katz based?

Mark Katz is based in Alexandria, Virginia.

### Is Mark Katz registered with the SEC?

Yes. Mark Katz is registered as an investment adviser representative in DE, LA, MD, NY and VA (CRD 2018814), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Katz Family Financial Advisors manage?

Katz Family Financial Advisors reports $110.9M across 333 accounts in assets under management.

### How do I contact Mark Katz?

Through Mark's website, www.katzfamilyfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2018814): 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.