Mark Kollar
HDA Wealth Management · Poland, Ohio
Mark Kollar is a fee-only financial advisor at HDA Wealth Management in Poland, Ohio. HDA Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | HDA Wealth Management |
|---|---|
| Based in | Poland, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $159.1M across 916 accounts |
| SEC registration | Investment adviser representative in OH, PA, TX · CRD 2847301 |
| Exams passed | Series 63 (1997) · Series 65 (2006) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | hdawealth.com |
How Mark's firm compares
- HDA Wealth Management's average account is about $174,000, from its Form ADV (assets managed divided by 916 accounts).
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Questions about Mark
Is Mark Kollar a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and HDA Wealth Management 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, HDA Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Mark Kollar based?
Mark Kollar is based in Poland, Ohio.
Is Mark Kollar registered with the SEC?
Yes. Mark Kollar is registered as an investment adviser representative in OH, PA and TX (CRD 2847301), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does HDA Wealth Management manage?
HDA Wealth Management reports $159.1M across 916 accounts in assets under management.
How do I contact Mark Kollar?
Through Mark's website, hdawealth.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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