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Advisor

Mark Sievers

Epsilon Financial Group · Fairfield, California

Mark Sievers is a fee-only financial advisor at Epsilon Financial Group in Fairfield, California, who holds the CFP credential. Epsilon Financial Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Percentage of assetsHourlyFixed fees Fee-only CFP

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Facts

FirmEpsilon Financial Group
Based in Fairfield, California
Fee model (firm's Form ADV)Percentage of assets · Hourly · Fixed fees
Assets under management$626.1M across 434 accounts
CredentialsCFP
SEC registration Investment adviser representative in AZ, CA, ID, NV, OR, TX, WA · CRD 1162769
Exams passedSeries 63 (1989)
Firm size8 employees
Disclosures None reported
Websitewww.epsilonfg.com
LinkedInProfile

How Mark's firm compares

  • Epsilon Financial Group's average account is about $1.4 million, from its Form ADV (assets managed divided by 434 accounts).

What fee-only advisors charge in California

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Questions about Mark

Is Mark Sievers a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and Epsilon Financial Group 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, Epsilon Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

Where is Mark Sievers based?

Mark Sievers is based in Fairfield, California.

What credentials does Mark Sievers hold?

Mark Sievers holds the CFP credential.

Is Mark Sievers registered with the SEC?

Yes. Mark Sievers is registered as an investment adviser representative in AZ, CA, ID, NV, OR, TX and WA (CRD 1162769), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Epsilon Financial Group manage?

Epsilon Financial Group reports $626.1M across 434 accounts in assets under management.

How do I contact Mark Sievers?

Through Mark's website, www.epsilonfg.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
  • 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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