Mark Loomis
River Wealth Advisors · Camp Hill, Pennsylvania
Mark Loomis is a fee-only financial advisor at River Wealth Advisors in Camp Hill, Pennsylvania. Mark focuses on retirement planning. River Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | River Wealth Advisors |
|---|---|
| Based in | Camp Hill, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.47B across 2,589 accounts |
| SEC registration | Investment adviser representative in PA · CRD 1493585 |
| Exams passed | Series 63 (1986) · Series 65 (2016) |
| Firm size | 20 employees |
| Disclosures | None reported |
| Website | www.riverwealthadvisors.com |
How Mark's firm compares
- River Wealth Advisors's average account is about $568,000, from its Form ADV (assets managed divided by 2,589 accounts).
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Questions about Mark
Is Mark Loomis a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and River Wealth 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, River Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Mark Loomis based?
Mark Loomis is based in Camp Hill, Pennsylvania.
What does Mark specialize in?
Mark's specialties include retirement planning.
Is Mark Loomis registered with the SEC?
Yes. Mark Loomis is registered as an investment adviser representative in PA (CRD 1493585), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does River Wealth Advisors manage?
River Wealth Advisors reports $1.47B across 2,589 accounts in assets under management.
How do I contact Mark Loomis?
Through Mark's website, www.riverwealthadvisors.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
- River Wealth 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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