# Mark Naylor

> Mark Naylor is a fee-only financial advisor at Auour Investments in Woburn, Massachusetts. Mark focuses on estate & legacy planning and tax planning. Auour Investments reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** Auour Investments
- **Based in:** Woburn, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $378.0M across 833 accounts
- **Specialties:** Estate & legacy planning, Tax planning
- **CRD:** 2306553 (https://adviserinfo.sec.gov/individual/summary/2306553)
- **SEC registration:** Investment adviser representative in MA
- **Exams passed:** Series 63 (1993), Series 65 (2016)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** https://www.auour.com

## Frequently asked questions

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

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

### Where is Mark Naylor based?

Mark Naylor is based in Woburn, Massachusetts.

### What does Mark specialize in?

Mark's specialties include estate & legacy planning and tax planning.

### Is Mark Naylor registered with the SEC?

Yes. Mark Naylor is registered as an investment adviser representative in MA (CRD 2306553), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Auour Investments manage?

Auour Investments reports $378.0M across 833 accounts in assets under management.

### How do I contact Mark Naylor?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2306553): 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.auour.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.