# Mark Stancato

> Mark Stancato is a fee-only financial advisor at VIP Wealth Advisors in Decatur, Georgia, who holds the CFP and EA credentials. Mark charges a flat fee or retainer and an ongoing planning fee (ongoing planning from $8,500 a year and typically works with clients with $1,000,000 or more) and focuses on equity compensation, tax planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/mark-stancato/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** VIP Wealth Advisors
- **Based in:** Decatur, Georgia
- **Fee model:** Flat fee or retainer; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $8,500 a year; typically works with clients with $1,000,000 or more
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $126.1M across 206 accounts
- **Credentials:** CFP, EA
- **Specialties:** Equity compensation, Tax planning, Estate & legacy planning, Retirement planning, Small business owners, Crypto & digital assets
- **Works with:** High earners, Founders, Tech employees
- **CRD:** 2709160 (https://adviserinfo.sec.gov/individual/summary/2709160)
- **SEC registration:** Investment adviser representative in GA, TX
- **Exams passed:** Series 63 (1998), Series 65 (2001)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://vipwealthadvisors.com

## Frequently asked questions

### Is Mark Stancato a fee-only financial advisor?

Yes. Mark Stancato 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 a flat fee or retainer and an ongoing planning fee.

### How much does Mark charge?

According to VIP Wealth Advisors's website, checked October 28, 2026: ongoing planning from $8,500 a year; typically works with clients with $1,000,000 or more.

### Does Mark work with clients virtually?

Yes. VIP Wealth Advisors says on its website that it works with clients remotely.

### Where is Mark Stancato based?

Mark Stancato is based in Decatur, Georgia.

### What does Mark specialize in?

Mark's specialties include equity compensation, tax planning, estate & legacy planning, retirement planning, small business owners and crypto & digital assets. Mark works with high earners, founders and tech employees.

### What credentials does Mark Stancato hold?

Mark Stancato holds the CFP and EA credentials.

### Is Mark Stancato registered with the SEC?

Yes. Mark Stancato is registered as an investment adviser representative in GA and TX (CRD 2709160), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does VIP Wealth Advisors manage?

VIP Wealth Advisors reports $126.1M across 206 accounts in assets under management.

### How do I contact Mark Stancato?

Through Mark's website, vipwealthadvisors.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/mark-stancato-46208): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://vipwealthadvisors.com/): specialties, clients served, and fees, checked October 28, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.