# Mark Moberg

> Mark Moberg is a fee-only financial advisor at Green Ocean Global in San Francisco, California, who holds the CFP credential. Mark focuses on cross-border (US / Canada), retirement planning and estate & legacy planning. Green Ocean Global reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Green Ocean Global
- **Based in:** San Francisco, California
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $114.8M across 147 accounts
- **Credentials:** CFP
- **Specialties:** Cross-border (US / Canada), Retirement planning, Estate & legacy planning, Tax planning
- **Works with:** Cross-border families
- **CRD:** 2247389 (https://adviserinfo.sec.gov/individual/summary/2247389)
- **SEC registration:** Investment adviser representative in FL
- **Exams passed:** Series 63 (1992)
- **Firm size:** 5 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://greenoceanglobal.net/

## Frequently asked questions

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

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

### Where is Mark Moberg based?

Mark Moberg is based in San Francisco, California.

### What does Mark specialize in?

Mark's specialties include cross-border (US / Canada), retirement planning, estate & legacy planning and tax planning. Mark works with cross-border families.

### What credentials does Mark Moberg hold?

Mark Moberg holds the CFP credential.

### Is Mark Moberg registered with the SEC?

Yes. Mark Moberg is registered as an investment adviser representative in FL (CRD 2247389), 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 Green Ocean Global manage?

Green Ocean Global reports $114.8M across 147 accounts in assets under management.

### How do I contact Mark Moberg?

Through Mark's website, greenoceanglobal.net.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2247389): 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://www.greenoceanglobal.net/): 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.