Mark Parrett
Outpost Advisors · Holladay, Utah
Mark Parrett is a fee-only financial advisor at Outpost Advisors in Holladay, Utah, who holds the CFP credential. Mark focuses on family wealth transfer. Outpost Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Outpost Advisors |
|---|---|
| Based in | Holladay, Utah |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $73.8M across 491 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, CO, KY, OH, TX, UT · CRD 7070828 |
| Exams passed | Series 65 (2018) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | outpostadvisors.net |
How Mark's firm compares
- Outpost Advisors's average account is about $150,000, from its Form ADV (assets managed divided by 491 accounts).
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Questions about Mark
Is Mark Parrett a fee-only financial advisor?
Yes. Mark Parrett is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Mark's firm.
How does Mark charge for financial advice?
Mark's firm, Outpost Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Mark Parrett based?
Mark Parrett is based in Holladay, Utah.
What does Mark specialize in?
Mark's specialties include family wealth transfer. Mark works with multi-generational families.
What credentials does Mark Parrett hold?
Mark Parrett holds the CFP credential.
Is Mark Parrett registered with the SEC?
Yes. Mark Parrett is registered as an investment adviser representative in CA, CO, KY, OH, TX and UT (CRD 7070828), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Outpost Advisors manage?
Outpost Advisors reports $73.8M across 491 accounts in assets under management.
How do I contact Mark Parrett?
Through Mark's website, outpostadvisors.net.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Outpost Advisors website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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