Mark Katz
Katz Family Financial Advisors · Alexandria, Virginia
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.
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Facts
| Firm | Katz Family Financial Advisors |
|---|---|
| Based in | Alexandria, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $110.9M across 333 accounts |
| SEC registration | Investment adviser representative in DE, LA, MD, NY, VA · CRD 2018814 |
| Exams passed | Series 63 (1990) · Series 65 (1995) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.katzfamilyfinancial.com |
| Profile |
How Mark's firm compares
- Katz Family Financial Advisors's average account is about $333,000, from its Form ADV (assets managed divided by 333 accounts).
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Questions about Mark
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.
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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