Mark Patton
Patton Wealth Advisors · Dallas, Texas
Mark Patton is a fee-only financial advisor at Patton Wealth Advisors in Dallas, Texas. Mark charges a percentage of assets and a one-time planning fee (one-time plans from $1,000 and 1.5% a year on the first tier of assets managed).
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Facts
| Firm | Patton Wealth Advisors |
|---|---|
| Based in | Dallas, Texas |
| Fee model | Percentage of assets · One-time planning fee |
| Fees (firm's website) | One-time plans from $1,000 · 1.5% a year on the first tier of assets managed · A $500,000 asset minimum |
| Assets under management | $977.2M across 273 accounts |
| SEC registration | Investment adviser representative in TX · CRD 2492919 |
| Exams passed | Series 65 (1994) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.pattonwealth.com |
| Profile |
How Mark's firm compares
- A one-time plan starts at $1,000, below the Texas median of $1,575 for fee-only firms that publish prices.
- Patton Wealth Advisors's average account is about $3.6 million, from its Form ADV (assets managed divided by 273 accounts).
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Questions about Mark
Is Mark Patton a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and Patton Wealth 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 charges a percentage of assets and a one-time planning fee.
How much does Mark charge?
According to Patton Wealth Advisors's website, checked October 30, 2026: one-time plans from $1,000; 1.5% a year on the first tier of assets managed; a $500,000 asset minimum.
Where is Mark Patton based?
Mark Patton is based in Dallas, Texas.
Is Mark Patton registered with the SEC?
Yes. Mark Patton is registered as an investment adviser representative in TX (CRD 2492919), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Patton Wealth Advisors manage?
Patton Wealth Advisors reports $977.2M across 273 accounts in assets under management.
How do I contact Mark Patton?
Through Mark's website, www.pattonwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Dallas
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
- Patton Wealth 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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