Mark Okamoto
Century Management Financial Advisors · Austin, Texas
Mark Okamoto is a fee-only financial advisor at Century Management Financial Advisors in Austin, Texas. Mark focuses on retirement planning, estate & legacy planning and tax planning. Century Management Financial Advisors reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.
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Specialties
Who they serve
- Founders
Facts
| Firm | Century Management Financial Advisors |
|---|---|
| Based in | Austin, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees · Performance-based fees |
| Accepting new clients | Yes |
| Assets under management | $679.5M across 737 accounts |
| SEC registration | Investment adviser representative in TX · CRD 1266565 |
| Exams passed | Series 63 (1991) · Series 66 (2003) |
| Firm size | 16 employees |
| Disclosures | None reported |
| Website | centman.com |
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Questions about Mark
Is Mark Okamoto a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and Century Management Financial Advisors 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, Century Management Financial Advisors, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.
Where is Mark Okamoto based?
Mark Okamoto is based in Austin, Texas.
What does Mark specialize in?
Mark's specialties include retirement planning, estate & legacy planning, tax planning, equity compensation, divorce financial planning and small business owners. Mark works with founders.
Is Mark Okamoto registered with the SEC?
Yes. Mark Okamoto is registered as an investment adviser representative in TX (CRD 1266565), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Century Management Financial Advisors manage?
Century Management Financial Advisors reports $679.5M across 737 accounts in assets under management.
How do I contact Mark Okamoto?
Through Mark's website, centman.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
- Century Management Financial Advisors 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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