Mark Paller
Paller Financial Services · Centennial, Colorado
Mark Paller is a fee-only financial advisor at Paller Financial Services in Centennial, Colorado, who holds the CFP credential. Mark focuses on founders (pre-exit), estate & legacy planning and tax planning. Paller Financial Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Paller Financial Services |
|---|---|
| Based in | Centennial, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $147.9M across 453 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO, TX · CRD 2889293 |
| Exams passed | Series 63 (1997) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.pallerfinancial.com |
| Profile |
How Mark's firm compares
- Paller Financial Services's average account is about $326,000, from its Form ADV (assets managed divided by 453 accounts).
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Questions about Mark
Is Mark Paller a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and Paller Financial Services 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, Paller Financial Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Mark Paller based?
Mark Paller is based in Centennial, Colorado.
What does Mark specialize in?
Mark's specialties include founders (pre-exit), estate & legacy planning, tax planning, divorce financial planning and retirement planning.
What credentials does Mark Paller hold?
Mark Paller holds the CFP credential.
Is Mark Paller registered with the SEC?
Yes. Mark Paller is registered as an investment adviser representative in CO and TX (CRD 2889293), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Paller Financial Services manage?
Paller Financial Services reports $147.9M across 453 accounts in assets under management.
How do I contact Mark Paller?
Through Mark's website, www.pallerfinancial.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
- Paller Financial Services 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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