Mark Sisto
Sisto Investment Advisory · Roseville, California
Mark Sisto is a fee-only financial advisor at Sisto Investment Advisory in Roseville, California, who holds the CFP credential. Sisto Investment Advisory reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Sisto Investment Advisory |
|---|---|
| Based in | Roseville, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $54.6M across 151 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 4858624 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.sistoadvisory.com |
How Mark's firm compares
- Sisto Investment Advisory's average account is about $361,000, from its Form ADV (assets managed divided by 151 accounts).
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Questions about Mark
Is Mark Sisto a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and Sisto Investment Advisory 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, Sisto Investment Advisory, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Mark Sisto based?
Mark Sisto is based in Roseville, California.
What credentials does Mark Sisto hold?
Mark Sisto holds the CFP credential.
Is Mark Sisto registered with the SEC?
Yes. Mark Sisto is registered as an investment adviser representative in CA (CRD 4858624), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sisto Investment Advisory manage?
Sisto Investment Advisory reports $54.6M across 151 accounts in assets under management.
How do I contact Mark Sisto?
Through Mark's website, www.sistoadvisory.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Roseville
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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