Mark Naylor
Auour Investments · Woburn, Massachusetts
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.
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Specialties
Facts
| Firm | Auour Investments |
|---|---|
| Based in | Woburn, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $378.0M across 833 accounts |
| SEC registration | Investment adviser representative in MA · CRD 2306553 |
| Exams passed | Series 63 (1993) · Series 65 (2016) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.auour.com |
| Profile |
How Mark's firm compares
- Auour Investments's average account is about $454,000, from its Form ADV (assets managed divided by 833 accounts).
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Questions about Mark
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- Auour Investments 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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