Mark Olhoeft
Olhoeft Financial · San Juan Capistrano, California
Mark Olhoeft is a fee-only financial advisor at Olhoeft Financial in San Juan Capistrano, California. Olhoeft Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Olhoeft Financial |
|---|---|
| Based in | San Juan Capistrano, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $81.6M across 52 accounts |
| SEC registration | Investment adviser representative in CA · CRD 2233161 |
| Exams passed | Series 63 (1992) · Series 65 (1993) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.olhoeftfinancial.com |
How Mark's firm compares
- Olhoeft Financial's average account is about $1.6 million, from its Form ADV (assets managed divided by 52 accounts).
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Questions about Mark
Is Mark Olhoeft a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and Olhoeft Financial 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, Olhoeft Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Mark Olhoeft based?
Mark Olhoeft is based in San Juan Capistrano, California.
Is Mark Olhoeft registered with the SEC?
Yes. Mark Olhoeft is registered as an investment adviser representative in CA (CRD 2233161), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Olhoeft Financial manage?
Olhoeft Financial reports $81.6M across 52 accounts in assets under management.
How do I contact Mark Olhoeft?
Through Mark's website, www.olhoeftfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in California
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
- 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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