Mark Milton
Armory Oak Wealth · Saint Louis, Missouri
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.
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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 |
| Assets under management | $4.6M across 24 accounts |
| SEC registration | Investment adviser representative in IL, MO · CRD 6897351 |
| Exams passed | Series 65 (2020) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.armoryoak.com |
How Mark's firm compares
- Armory Oak Wealth's average account is about $192,000, from its Form ADV (assets managed divided by 24 accounts).
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Questions about Mark
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Saint Louis
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
- Armory Oak Wealth 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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