# Mark Pitre

> Mark Pitre is a fee-only financial advisor at California Financial Advisors in San Ramon, California, who holds the CFP credential. Mark charges a percentage of assets and an ongoing planning fee (1.2% a year on the first tier of assets managed and a $100,000 asset minimum) and focuses on retirement planning.

Page: https://find.wellspent.co/advisors/mark-pitre/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** California Financial Advisors
- **Based in:** San Ramon, California
- **Fee model:** Percentage of assets; Ongoing planning fee
- **Fees (firm's website):** 1.2% a year on the first tier of assets managed; a $100,000 asset minimum
- **Assets under management (firm):** $2.26B across 3,547 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 1961152 (https://adviserinfo.sec.gov/individual/summary/1961152)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 63 (1991), Series 65 (1994)
- **Firm size:** 14 employees
- **Disclosures:** None reported
- **Website:** https://www.calfinad.com

## Frequently asked questions

### Is Mark Pitre a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and California 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 charges a percentage of assets and an ongoing planning fee.

### How much does Mark charge?

According to California Financial Advisors's website, checked October 30, 2026: 1.2% a year on the first tier of assets managed; a $100,000 asset minimum.

### Where is Mark Pitre based?

Mark Pitre is based in San Ramon, California.

### What does Mark specialize in?

Mark's specialties include retirement planning. Mark works with retirees and pre-retirees.

### What credentials does Mark Pitre hold?

Mark Pitre holds the CFP credential.

### Is Mark Pitre registered with the SEC?

Yes. Mark Pitre is registered as an investment adviser representative in CA and TX (CRD 1961152), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does California Financial Advisors manage?

California Financial Advisors reports $2.26B across 3,547 accounts in assets under management.

### How do I contact Mark Pitre?

Through Mark's website, www.calfinad.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1961152): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.calfinad.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.