Mark Sauer
AllOneWealth · Camarillo, California
Mark Sauer is a fee-only financial advisor at AllOneWealth in Camarillo, California. Mark focuses on sustainable & impact investing and retirement planning. AllOneWealth reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | AllOneWealth |
|---|---|
| Based in | Camarillo, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $45.7M across 213 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 6039922 |
| Exams passed | Series 66 (2012) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.allonewealth.com |
How Mark's firm compares
- AllOneWealth's average account is about $214,000, from its Form ADV (assets managed divided by 213 accounts).
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Questions about Mark
Is Mark Sauer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and AllOneWealth 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, AllOneWealth, reports charging a percentage of assets on its SEC Form ADV.
Where is Mark Sauer based?
Mark Sauer is based in Camarillo, California.
What does Mark specialize in?
Mark's specialties include sustainable & impact investing and retirement planning.
Is Mark Sauer registered with the SEC?
Yes. Mark Sauer is registered as an investment adviser representative in CA and TX (CRD 6039922), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does AllOneWealth manage?
AllOneWealth reports $45.7M across 213 accounts in assets under management.
How do I contact Mark Sauer?
Through Mark's website, www.allonewealth.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
- AllOneWealth 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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