# Mark Kriss

> Mark Kriss is a fee-only financial advisor at Macroclimate in Sausalito, California. Mark charges a percentage of assets and a flat fee or retainer (ongoing planning from $2,000 a year and 0.25%–0.4% a year of assets managed) and focuses on sustainable & impact investing and tax planning.

Page: https://find.wellspent.co/advisors/mark-kriss/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Macroclimate
- **Based in:** Sausalito, California
- **Fee model:** Percentage of assets; Flat fee or retainer
- **Fees (firm's website):** ongoing planning from $2,000 a year; 0.25%–0.4% a year of assets managed; a $200,000 asset minimum
- **Assets under management (firm):** $210.1M across 103 accounts
- **Specialties:** Sustainable & impact investing, Tax planning
- **CRD:** 4769406 (https://adviserinfo.sec.gov/individual/summary/4769406)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 65 (2004)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://macroclimate.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and Macroclimate 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 and a flat fee or retainer.

### How much does Mark charge?

According to Macroclimate's website, checked October 30, 2026: ongoing planning from $2,000 a year; 0.25%–0.4% a year of assets managed; a $200,000 asset minimum.

### Where is Mark Kriss based?

Mark Kriss is based in Sausalito, California.

### What does Mark specialize in?

Mark's specialties include sustainable & impact investing and tax planning.

### Is Mark Kriss registered with the SEC?

Yes. Mark Kriss is registered as an investment adviser representative in CA (CRD 4769406), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Macroclimate manage?

Macroclimate reports $210.1M across 103 accounts in assets under management.

### How do I contact Mark Kriss?

Through Mark's website, macroclimate.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4769406): 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
- The firm's website (https://macroclimate.com/): specialties, clients served, and fees, checked October 30, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.