# Mark Milton

> Mark Milton is a fee-only financial advisor at Armory Oak Wealth in Saint Louis, Missouri. Armory Oak Wealth reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** Armory Oak Wealth
- **Based in:** Saint Louis, Missouri
- **Fee model (firm's Form ADV):** Percentage of assets
- **Fees (firm's website):** no asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $4.6M across 24 accounts
- **CRD:** 6897351 (https://adviserinfo.sec.gov/individual/summary/6897351)
- **SEC registration:** Investment adviser representative in IL, MO
- **Exams passed:** Series 65 (2020)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.armoryoak.com/

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and Armory Oak Wealth 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, Armory Oak Wealth, reports charging a percentage of assets on its SEC Form ADV.

### How much does Mark charge?

According to Armory Oak Wealth's website, checked October 30, 2026: no asset minimum.

### Where is Mark Milton based?

Mark Milton is based in Saint Louis, Missouri.

### Is Mark Milton registered with the SEC?

Yes. Mark Milton is registered as an investment adviser representative in IL and MO (CRD 6897351), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Armory Oak Wealth manage?

Armory Oak Wealth reports $4.6M across 24 accounts in assets under management.

### How do I contact Mark Milton?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6897351): 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://armoryoak.com/): specialties, clients served, and fees, checked October 30, 2026

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