Mark Stancato
VIP Wealth Advisors · Decatur, Georgia
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.
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Specialties
Who they serve
- High earners
- Founders
- Tech employees
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 |
| Accepting new clients | Yes |
| Assets under management | $126.1M across 206 accounts |
| Credentials | CFP · EA |
| SEC registration | Investment adviser representative in GA, TX · CRD 2709160 |
| Exams passed | Series 63 (1998) · Series 65 (2001) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | vipwealthadvisors.com |
| Profile |
How Mark's firm compares
- Ongoing planning starts at $8,500 a year, above the Georgia median of $5,000 for fee-only firms that publish prices.
- VIP Wealth Advisors's average account is about $612,000, from its Form ADV (assets managed divided by 206 accounts).
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Questions about Mark
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- VIP Wealth Advisors website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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