Mark Sifling
Simple Life Financial · El Cerrito, California
Mark Sifling is a fee-only financial advisor at Simple Life Financial in El Cerrito, California, who holds the CFP credential. Mark charges a percentage of assets, hourly fees and a flat fee or retainer (1% a year on the first tier of assets managed).
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Who they serve
- High earners
Facts
| Firm | Simple Life Financial |
|---|---|
| Based in | El Cerrito, California |
| Fee model | Percentage of assets · Hourly · Flat fee or retainer |
| Fees (firm's website) | 1% a year on the first tier of assets managed |
| Assets under management | $35.2M across 131 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 4080932 |
| Exams passed | Series 63 (2000) · Series 66 (2005) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.simplelifefinancial.com |
| Profile |
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Questions about Mark
Is Mark Sifling a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and Simple Life Financial 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, hourly fees and a flat fee or retainer.
How much does Mark charge?
According to Simple Life Financial's website, checked October 30, 2026: 1% a year on the first tier of assets managed.
Where is Mark Sifling based?
Mark Sifling is based in El Cerrito, California.
What credentials does Mark Sifling hold?
Mark Sifling holds the CFP credential.
Is Mark Sifling registered with the SEC?
Yes. Mark Sifling is registered as an investment adviser representative in CA (CRD 4080932), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Simple Life Financial manage?
Simple Life Financial reports $35.2M across 131 accounts in assets under management.
How do I contact Mark Sifling?
Through Mark's website, www.simplelifefinancial.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
- Simple Life Financial 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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