Mark Provost
D & P Investment Advisors · Wakefield, Rhode Island
Mark Provost is a fee-only financial advisor at D & P Investment Advisors in Wakefield, Rhode Island, who holds the PFS credential. D & P Investment Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | D & P Investment Advisors |
|---|---|
| Based in | Wakefield, Rhode Island |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $197.8M across 647 accounts |
| Credentials | PFS |
| SEC registration | Investment adviser representative in FL, MA, RI, TX · CRD 4516166 |
| Exams passed | Series 65 (1999) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Mark's firm compares
- D & P Investment Advisors's average account is about $306,000, from its Form ADV (assets managed divided by 647 accounts).
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Questions about Mark
Is Mark Provost a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and D & P Investment 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's firm, D & P Investment Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Mark Provost based?
Mark Provost is based in Wakefield, Rhode Island.
What credentials does Mark Provost hold?
Mark Provost holds the PFS credential.
Is Mark Provost registered with the SEC?
Yes. Mark Provost is registered as an investment adviser representative in FL, MA, RI and TX (CRD 4516166), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does D & P Investment Advisors manage?
D & P Investment Advisors reports $197.8M across 647 accounts in assets under management.
How do I contact Mark Provost?
Contact details aren't on file yet. Search for D & P Investment Advisors.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Wakefield
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
- 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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