# Mark Steffen

> Mark Steffen is a fee-only financial advisor at Sightline Wealth Advisors in Groton, Connecticut. Mark charges a percentage of assets and focuses on retirement planning.

Page: https://find.wellspent.co/advisors/mark-steffen/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Sightline Wealth Advisors
- **Based in:** Groton, Connecticut
- **Fee model:** Percentage of assets
- **Assets under management (firm):** $354.2M across 910 accounts
- **Specialties:** Retirement planning
- **Works with:** Retirees
- **CRD:** 2457526 (https://adviserinfo.sec.gov/individual/summary/2457526)
- **SEC registration:** Investment adviser representative in CT
- **Exams passed:** Series 66 (2002)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://sightlinewa.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and Sightline Wealth Advisors 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.

### Where is Mark Steffen based?

Mark Steffen is based in Groton, Connecticut.

### What does Mark specialize in?

Mark's specialties include retirement planning. Mark works with retirees.

### Is Mark Steffen registered with the SEC?

Yes. Mark Steffen is registered as an investment adviser representative in CT (CRD 2457526), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Sightline Wealth Advisors manage?

Sightline Wealth Advisors reports $354.2M across 910 accounts in assets under management.

### How do I contact Mark Steffen?

Through Mark's website, sightlinewa.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2457526): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.sightlinewealthadvisors.com/): specialties, clients served, and fees, checked October 30, 2026

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