Mark Reyes
Casita Financial Planning · El Segundo, California
Mark Reyes is a fee-only financial advisor at Casita Financial Planning in El Segundo, California, who holds the CFP credential. Mark charges an ongoing planning fee (ongoing planning from $1,788 a year).
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Facts
| Firm | Casita Financial Planning |
|---|---|
| Based in | El Segundo, California |
| Fee model | Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $1,788 a year |
| Accepting new clients | Yes |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 5840102 |
| Exams passed | Series 63 (2020) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | casitafinancialplanning.com |
| Profile |
How Mark's firm compares
- Ongoing planning starts at $1,788 a year, below the California median of $6,000 for fee-only firms that publish prices.
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Questions about Mark
Is Mark Reyes a fee-only financial advisor?
Yes. Mark Reyes 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 charges an ongoing planning fee.
How much does Mark charge?
According to Casita Financial Planning's website, checked October 28, 2026: ongoing planning from $1,788 a year.
Where is Mark Reyes based?
Mark Reyes is based in El Segundo, California.
What credentials does Mark Reyes hold?
Mark Reyes holds the CFP credential.
Is Mark Reyes registered with the SEC?
Yes. Mark Reyes is registered as an investment adviser representative in CA and TX (CRD 5840102), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How do I contact Mark Reyes?
Through Mark's website, casitafinancialplanning.com.
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
- Casita Financial Planning 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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