Mark Pitre
California Financial Advisors · San Ramon, California
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
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 | $2.26B across 3,547 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 1961152 |
| Exams passed | Series 63 (1991) · Series 65 (1994) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.calfinad.com |
| Profile |
How Mark's firm compares
- California Financial Advisors's average account is about $638,000, from its Form ADV (assets managed divided by 3,547 accounts).
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Questions about Mark
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.
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
- California Financial 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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