# Mark McCarthy

> Mark McCarthy is a fee-only financial advisor at CMC Financial Group in Palm City, Florida. CMC Financial Group reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** CMC Financial Group
- **Based in:** Palm City, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $119.3M across 365 accounts
- **CRD:** 1312430 (https://adviserinfo.sec.gov/individual/summary/1312430)
- **SEC registration:** Investment adviser representative in GA, TX
- **Exams passed:** Series 63 (1984), Series 65 (1992)
- **Firm size:** 4 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.cmcfg.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and CMC Financial Group 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, CMC Financial Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Mark McCarthy based?

Mark McCarthy is based in Palm City, Florida.

### Is Mark McCarthy registered with the SEC?

Yes. Mark McCarthy is registered as an investment adviser representative in GA and TX (CRD 1312430), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does CMC Financial Group manage?

CMC Financial Group reports $119.3M across 365 accounts in assets under management.

### How do I contact Mark McCarthy?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1312430): 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.